Barry Investment Advisors (BIA) is a wealth management firm offering financial and investment advice. BIA creates investment plans to help clients achieve their financial goals. BIA offers wealth management services, including financial planning and managing investment portfolios. BIA primarily invests in individual stocks, bonds, exchange traded funds (ETFs), and cash equivalents. Financial planning can be provided as part of wealth management or as a stand-alone service.
Fee Structure
Barry Investment Advisors (BIA) provides wealth management services, including investment portfolio management, through a bundled fee program. The fees for this program are not explicitly stated in the brochure. Participants in the program may pay a higher overall fee than if investment management and brokerage services were purchased separately.