Barry Brindise is a CFP-designated registered investment advisor at Brightwater Advisory, LLC, based in Tampa, FL, with 6 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 285 clients with $300M 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 | 1.50% |
| $500K+ | 1.00% |
Schedule reflects the wrap fee program rates. Non-wrap program charges 1.35% on the first $500,000 and 0.90% on amounts above $500,000. Fees are negotiable.
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
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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