Barry Weiss
Advisor at Live Oak Financial Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Live Oak Financial Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Summit, NJ
Credentials
CFA®
Industry experience
10 years
Barry Weiss is a CFA® charterholder and the sole advisor at Live Oak Financial Management with 10 years of industry experience. He previously worked at Yorktown Funds and Kroll Bond Rating Agency. Live Oak Financial Management serves primarily individual clients, as well as small businesses and non-profits, providing discretionary and non-discretionary portfolio management focused on direct portfolio management. The firm combines top-down fundamental and technical analysis, emphasizing credit assessment, and maintains a boutique structure with a focus on institutional-level credit expertise.
Based on Live Oak Financial Management
$0 - $100,000: 1% per annum $100,001 - $500,000: 0.75% per annum $500,001+: 0.5% per annum
Account minimum: $20,000 for individuals; $50,000 for small businesses and non-profits Fee-only: Advisory fees charged as a percentage of assets under management on a tiered basis as stated above.
Summit, NJ
New Jersey
Yorktown Funds
2019 - Present (7 years)
Kroll Bond Rating Agency
2016 - 2019 (3 years)
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