Edward Barno
Advisor at Rialto Wealth 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 Rialto Wealth 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
Syracuse, NY 13202
Credentials
Series 66
Industry experience
6 years
Edward Barno is a financial advisor at Rialto Wealth Management with six years of industry experience. He holds the Series 66 designation and previously worked for Rockbridge Investment Management, LLC from 2015 to 2022. Barno serves as a trustee on the board of Christian Brothers Academy, a private Catholic junior/senior high school in Syracuse, NY. Rialto Wealth Management provides fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom, discretionary portfolios using primarily low-cost, non-actively managed mutual funds and ETFs, incorporating options strategies for downside protection as needed.
Based on Rialto Wealth Management
One-time comprehensive financial planning fee typically $4,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.20%
Typically $400/hour for financial planning clients not under investment management
Fee-only: Asset management fees, fixed fees for financial planning, and qualified retirement plan consulting fees (all fee-only)
126 N Salina St., Suite 330
Syracuse, NY 13202
New York
Rialto Wealth Management
2022 - Present (4 years)
Rockbridge Investment Management, LLC
2015 - 2022 (7 years)
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