Advisor at The Fiduciary Alliance
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.
Firm
The Fiduciary Alliance
Location
Tewksbury, MA 01876
Credentials
Series 63, Series 65
Industry experience
18 years
Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.
Based on The Fiduciary Alliance
Based on The Fiduciary Alliance
Financial planning fixed fee between $500 and $40,000, negotiable
$0 - $150,000: $150,000+: Up to 2.00% annually, negotiable, blended tiered fee schedule applied to daily average account value
Commissions received from sale of securities and insurance products by registered representatives, including trail fees from mutual funds
Financial planning hourly fee $350 per hour, negotiable
Performance-based fees (carried interest) up to 25% of profits on specific alternative investments, calculated and paid at the end of the holding period
Account minimum: $150,000 Fee-only: Financial planning fixed fees from $500 up to $40,000 (negotiable); hourly financial planning fees at $350 per hour (negotiable); estate planning fees $1,000 - $3,000 (negotiable)
461 Main St
Tewksbury, MA 01876
Massachusetts
The Fiduciary Alliance
2021 - Present (5 years)
First Financial Advisors, Llc
2007 - 2021 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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