Kevin Barry is a CFA, CFP-designated registered investment advisor at Cantata Wealth Management, LLC, based in Raleigh, NC, with 6 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 22 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.65% |
| $20.0M - $25.0M | 0.55% |
| $25M+ | 0.55% |
Fees for assets over $25,000,000 are custom. Minimum assets under management is $2,000,000 and minimum annual fee is $20,000, but these may be waived or negotiated.
Fee Estimator
Location
Raleigh, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cantata Wealth Management, LLC
Previous Registrations
Summit Financial, LLC
Captrust
State Registrations5 states
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