Barbara Ray is a PFS-designated registered investment advisor at Bridge Generations Wealth Management, based in Millcreek, UT, with 23 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 171 clients with $260M 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 $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.1M | 1.00% |
| $2.1M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable at the firm's discretion based on factors including account size, portfolio composition, scope of engagement, and prior relationships.
Fee Estimator
Location
Millcreek, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara is the CEO and President of Vantage Consulting, dedicating a few hours per week to consulting for business owners on exit strategies. She is also a Managing Member and Investment Adviser Representative at Bridge Generations Wealth Management LLC, spending about 10-20% of her time providing investment advisory services.
Employment History
Current Registrations
Bridge Generations Wealth Management
Previous Registrations
Forum Financial Management, LP
Vantage Point Advisors, LLC
Lincoln Financial Advisors Corporation
State Registrations2 states
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
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