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Barry Joseph Klarberg

MAI Capital Management, LLC

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About Barry Joseph Klarberg

Barry Klarberg is an Investment Advisor Representative associated with MAI Capital Management, LLC and has been in the industry since at least December 2010. Barry has been registered with the state of New York since December 2021. Barry Klarberg holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Barry has been associated with Monarch Business and Wealth Management LLC since December 2008. Barry specializes in providing financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

Firm Information

Barry Klarberg is currently registered with MAI Capital Management, LLC. MAI Capital Management, LLC is an investment advisor headquartered in Cleveland, Ohio. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. MAI Capital Management manages approximately $19.71 billion in assets for a diverse clientele, including individuals, corporations, charitable organizations, and pension plans.
MAI Capital Management, LLC

6050 OAK TREE BLVD

CLEVELAND, OH 44131

$19.71B

Assets Under Management

160

Total Clients

188

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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due diligence/research

Due diligence/research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of non-investment income

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Barry Klarberg’s Registration & Firm History

NY

12/23/2021 - Present

MAI Capital Management, LLC (New York NY)

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Licenses & Designations

IA

Issued 03/08/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barry Joseph Klarberg.
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