Barber & Associates is a registered investment advisor based in The Villages, Florida, led by Michael H. Barber. Instead of directly picking stocks or managing portfolios, Barber & Associates connects clients with independent third-party money managers who handle the actual trading and investment strategies. Barber & Associates helps clients establish their investment goals, selects appropriate third-party managers, and provides ongoing oversight of those managers. In addition to investment referrals, Michael H. Barber operates separate businesses providing insurance products, tax preparation services, and estate documentation assistance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Total annual advisory fee for third-party managed account programs shall not exceed 1.25%. Exact fees vary based on the chosen third-party manager.