Brett Barry is a registered investment advisor at Evolution Wealth Management INC., based in Fort Myers, FL. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 294 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to a maximum of 2.00% per year. For accounts over $10,000,000, a fixed annual fee may be offered instead.
Fee Estimator
Location
12487 Brantley Commons Court, Fort Myers, FL, 33907
Get directionsHistory
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 →Employment History
Current Registrations
Evolution Wealth Management INC.
State Registrations1 state
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
More Advisors
- Adam BrunoEvolution Wealth Management INC.
- David Parker, CFPLPL Financial LLC
- Matthew Romeo, CFPEverhart Advisors
- Douglas King, CFPOakwood Capital, INC.
- Frank Durand, CFPWells Fargo Advisors
- Nicholas Chlumsky, CFPWells Fargo Advisors