Barry Giske
Barry Giske is a registered investment advisor at Fairport Advisors, INC., based in Boca Raton, FL, with 21 years of industry experience. Their practice areas include Business Owners, Investment Management. Their firm serves 62 clients with $55M 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 | 2.00% |
| $500K - $2.0M | 1.70% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fee is negotiable for $10,000,000 Plus
Fee Estimator
Location
150 E. Palmetto Park Road, S. 800, Boca Raton, FL, 33432
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 →Other Business ActivitiesSells Insurance
Barry uses Fleet Wealth Mgmt Group LLC as a holding company for bill payments, spending minimal time on it. He is also an investment agent at Fairport Advisors Inc., dedicating about 10-20% of his time, and an agent selling fixed insurance products through World Financial Group, spending a few hours per week. Barry is also a co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm, spending minimal time on it.
Employment History
Current Registrations
Fairport Advisors, INC.
Fairport Capital, INC.Broker
Previous Registrations
Swiss Allied Wealth Management, LLC
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations10 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.