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Barry Metrokas Kamison

Advisor at Brookwood Investment Group

Updated today

Location

Dresher, PA

Credentials

Series 63, Series 65

Industry experience

33 years

About

Barry Metrokas Kamison is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Redwood Private Wealth, CoreCap Investments, and CoreCap Advisors, along with operating Metrokas Kamison Associates since 1982. He is also a licensed insurance producer offering fixed annuities and various insurance products. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, using a range of investment strategies and offering negotiable advisor-level fee arrangements.

Client services

Based on Brookwood Investment Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Brookwood Investment Group

General retirement planning Active portfolio management Passive / index investing

Occupation focus

Based on Brookwood Investment Group

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees ranging from $1,000 to $10,000 for financial planning; up to $50,000 fixed fees for pension consulting; $60 annual technology fee per account.

Percentage

Negotiable, up to 2.50% annually (flat, linear, or tiered structures possible)

Commissions

Commissions on insurance products sold through affiliated entity Brookwood Insurance Group.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Fixed fees ranging from $1,000 to $10,000 for financial planning; hourly fees up to $500/hour; fixed fees up to $50,000 for pension consulting.

Location

Dresher, PA

Most active in

Pennsylvania

Work history

Brookwood Investment Group

2025 - Present (1 year)

Redwood Private Wealth Llc

2023 - Present (3 years)

CoreCap Investments

2022 - 2023 (1 year)

CoreCap Advisors

2013 - 2023 (10 years)

Metrokas Kamison Assoc

1982 - Present (44 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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