Barry Investment Advisors provides wealth management services, combining personalized financial planning with portfolio management. Barry Investment Advisors uses a traditional value-oriented investing approach, allocating assets among individual stocks, bonds, exchange-traded funds, and cash equivalents based on client goals and risk tolerance. The firm primarily serves individuals, pensions, profit-sharing plans, trusts, and estates, requiring a general minimum portfolio size of $1,000,000.
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.