Barry Misbin
Advisor at The Capital Group
Updated today
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 Capital Group
Location
Cranston, RI 02920
Credentials
Series 63, Series 65
Industry experience
37 years
About
Barry Misbin is a financial advisor with The Capital Group in Cranston, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with The Capital Group and its affiliated entities since 2000 and has also worked at Fortune Financial Services since 2018. Misbin serves as vice president of The Capital Group Investment Advisors, Inc. and president of The Capital Group Financial Advisors, Inc. The Capital Group Investment Advisors, Inc. offers personalized financial planning and investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm manages approximately $56 million in client assets across around 268 client relationships, providing customized portfolios generally managed on a discretionary basis with regular reviews and rebalancing.
Client services
Based on The Capital Group
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on The Capital Group
General retirement planning
Wealth management
Tax-loss harvesting
Active portfolio management
Fee options
$0 - $1,000,000: 0.20% to 2.00% (varies based on advisory agreement and services) $1,000,000 - $2,000,000: varies by strategy, e.g., 0.85% down to 0.30% depending on SEI strategy $2,000,000 - $3,000,000: decreasing tiers as per SEI strategy fee schedules $3,000,000 - $5,000,000: further tiered lower rates, negotiable above $5 million $5,000,000+: Negotiable
Insurance product commissions earned by licensed agents affiliated with the firm
Financial planning and consulting hourly rates range from $200 to $400
Account minimum: $100,000 Minimum fee: $250 set-up fee for accounts smaller than $100,000 (may be waived or discounted) Fee-only: Investment management fees based on assets under management; financial planning hourly fees
Location
1220 Pontiac Ave Ste 301
Cranston, RI 02920
Most active in
Barry M has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · Rhode Island · Texas
Work history
Fortune Financial Services
2020 - Present (6 years)
The Capital Group
2000 - Present (26 years)
The Capital Group Securities, Inc
2000 - Present (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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