Vincent Barbera is a CFP-designated registered investment advisor at Newbridge Wealth Management, based in Bryn Mawr, PA, with 18 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 154 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.5M | 0.75% |
| $4.5M - $5.5M | 0.55% |
| $5.5M - $7.0M | 0.45% |
| $7.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
All fees are negotiable, and minimum asset thresholds may be waived. Fees are generally paid quarterly in advance.
Fee Estimator
Location
859 W. Lancaster Avenue, Bryn Mawr, PA, 19010
Get directionsHistory
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
Newbridge Wealth Management
Previous Registrations
Origin Financial
Newbridge Wealth Management
Tgs Financial Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- R. Wiegand, CFANewbridge Wealth Management
- Atul Varma, CFABurnett Lane Advisors, LLC
- William Werner, CFPMission Wealth Management, LP
- David Tomback, CFPEarndex, LLC
- Andrea Smith, CFPJanney Montgomery Scott LLC
- William Mastalski, CFPJanney Montgomery Scott LLC