Barry Brindise is a CFP-designated registered investment advisor at Brightwater Advisory, LLC, based in Tampa, FL, with 5 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, Retirement Planning. Their firm serves 273 clients with $280M 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 | 1.35% |
| $500K+ | 0.90% |
For accounts managed as part of the Wrap Program, the management fee varies between 1.00% and 1.50%. For accounts managed outside of the Wrap Program, the management fee varies between 0.90% and 1.35%. Brightwater may negotiate a fee rate that differs from the range set forth above for certain client holdings.
Fee Estimator
Location
4613 W. North A St., Tampa, FL, 33609
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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 Activities
Barry is a member, agent, and owner of Oakellar LLC, a real estate investment company, since 2021. He spends minimal time accounting for and managing a single-family rental property.
Employment History
Current Registrations
Brightwater Advisory, LLC
State Registrations5 states
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