Tyler Craig is a registered investment advisor at Barry Investment Advisors, LLC, based in Half Moon Bay, CA, with 3 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 398 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barry Investment Advisors charges a single annualized bundled fee that covers both investment management and brokerage services. The specific percentage rate is not detailed in the main brochure text and is typically outlined in a separate wrap fee program brochure. The firm generally requires a minimum portfolio size of $1,000,000 to open and maintain an account.
Location
Half Moon Bay, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Barry Investment Advisors, LLC
State Registrations2 states
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Exams
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