Edward John Barno
Advisor at Rialto Wealth Management — Syracuse, NY
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.
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.
Credentials
Series 66
Experience Industry experience
7 years
Location
Syracuse, NY 13202
Rialto Wealth Management
Team
Total advisors
8Clients per advisor
42 LowAvg AUM per client
$1,759,891 HighHNW client ratio
43% HighEdward 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
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)
Syracuse, NY
126 N Salina St., Suite 404
Syracuse NY 13202
Advisors at this office
8
New York
7 years of industry experience
Rialto Wealth Management
2022 - Present • 4 years
Skaneateles, NY
Rockbridge Investment Management, LLC
2015 - 2022 • 7 years
Syracuse, NY
Salt City Financial Planning and Wealth Management, LLC
2012 - 2013 • 1 year
Invest Financial Corporation
2011 - 2011 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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