Erin Barry is a registered investment advisor at Means Wealth Management, based in Bangor, ME, with 6 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,324 clients with $1.3B 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 $100K | 2.00% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Donor-Advised Funds and 529 Accounts: 0.75%. Means Wealth can charge higher or lower investment advisory fees, charge a flat fee, or charge a fee on a different interval, based upon certain criteria. Minimum annual fee for providing Investment Advisory Services of up to $5,000. Non-discretionary accounts and qualified charitable organizations often pay a lower fee. We provide advisory services to an investment club for a discounted fee.
Fee Estimator
Location
802 Stillwater Avenue, Bangor, ME, 04401
Get directionsHistory
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 →Other Business Activities
Erin is a corporator for Machias Savings Bank since 2022, providing insights into her region when needed. This requires minimal time commitment.
Employment History
Current Registrations
Means Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.