Paul Barry
Paul Barry is a registered investment advisor at Stark Wealth Management LLC, based in Bethlehem, PA, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 472 clients with $180M 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 | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fee schedule is for accounts on the SEI platform. The platform fee is variable and dependent on the selected strategy. The annual fee schedule for Capital Bank & Trust (American Funds) is 1.75% and AssetMark Trust is 2.00%, which includes both Stark Wealth Management’s fee and the third party’s fee. If Stark Wealth Management uses SyntheticFi, they charge 0.50% of the loan amount annually. SWM, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval.
Fee Estimator
Location
79 West Market St Suite 100, Bethlehem, PA, 18018
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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 →Other Business ActivitiesSells Insurance
Paul is an Investment Advisor Representative, Chief Compliance Officer, and owner of Stark Wealth Management, LLC, dedicating about 10-20% of his time. He also sells fixed insurance products and serves as Treasurer/Officer for Cornerstone Church, spending minimal time on each.
Employment History
Current Registrations
Stark Wealth Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
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.