Advisor at SB Advisory, LLC
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Firm
SB Advisory, LLC
Location
West Hartford, CT
Credentials
Series 63, Series 65
Industry experience
30 years
Charles Birbara is a financial advisor at SB Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, IFS Securities, and Cabot Lodge Securities. SB Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers portfolio management, retirement plan services, and multiple tiers of financial planning, utilizing a mix of technical, fundamental, and qualitative analysis across a variety of investment strategies.
Based on SB Advisory, LLC
Based on SB Advisory, LLC
$0 - $500,000: 2.50% $500,000 - $1 Million: 2.00% $1 Million - $2 Million: 1.75% $2 Million - $5 Million: 1.50% $5 Million+: 1.25%
Clients may incur commissions and transaction fees for trades; listed equities up to $10/transaction, mutual funds up to $15/transaction, fixed income up to $20/transaction
Hourly Financial Planning & Consultation charged up to $600/hour, negotiable
Fee-only: Comprehensive Financial Planning up to $15,000 or up to 1% of assets; Limited Financial Planning and Hourly Financial Planning at max $600/hour, fees negotiable
West Hartford, CT
Connecticut · North Carolina
Cabot Lodge Securities
2019 - Present (7 years)
SB Advisory, LLC
2017 - Present (9 years)
IFS Securities
2017 - 2019 (2 years)
Merrill
1994 - 2017 (23 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
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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CFA®
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