Assets Under Management
$712.6M
Number of Clients
387
Number of Advisors
8
Average Client AUM
$1.8M
AUM per Advisor
$89.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Barry Investment Advisors, LLC (BIA) offers a wealth management program providing clients the ability to trade in certain investment products without incurring certain brokerage commissions or transaction charges. BIA assists clients in developing an appropriate investment strategy and provides ongoing reviews. Fees vary based on assets under management and services rendered.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
BIA may charge a lesser Program Fee based upon certain criteria.
128 Union Street, Suite 507, New Bedford, MA, 02740