Barry Picker is a CFP-designated registered investment advisor at Calculated Financial Solutions, LLC, based in Cedarhurst, NY, with 4 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 1 more. Their firm serves 36 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFS charges a percentage of the value of your portfolio each year, up to 1.5%, including cash. There is a $2,500 minimum annual fee. Fees are invoiced quarterly, in advance.
Location
525 Chestnut Street, Suite 205, Cedarhurst, NY, 11516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Calculated Financial Solutions, LLC
State Registrations1 state
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