Barry T. Denny is a sole proprietor that manages client portfolios. Barry has been in business since 2009. Barry's approach is conservative, focusing on domestic stocks and bonds. Barry does not use futures, options, or other speculative strategies. Advisory services are tailored to each client's needs, considering their time horizon, risk tolerance, and asset allocation preferences.
Assets Under Management$10M
Clients30
Advisors1
Avg. per Client$340K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.25% |
| $1.5M+ | 0.20% |
These fee rates are fixed and not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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