Joseph Barrios is a registered investment advisor at Heritage Financial Counselors, LLC, based in Oyster Bay, NY. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 143 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heritage Financial Counselors provides investment management services. The maximum annual fee for investment advisory services, including financial planning and consulting (if requested), will not exceed 2% of the value of your portfolio. The specific fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the market value of your portfolio at the end of the previous quarter. Adjustments are made for deposits and withdrawals of $10,000 or greater during the quarter.
Location
Oyster Bay, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Heritage Financial Counselors, LLC
State Registrations2 states
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Exams
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