Barry Weiss is a CFA-designated registered investment advisor at Live Oak Financial Management, based in Summit, NJ, with 10 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K+ | 0.50% |
Discounts are offered to select friends, employees and family.
Fee Estimator
Location
Summit, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Live Oak Financial Management
Previous Registrations
Live Oak Financial Management
State Registrations1 state
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