Richard Byrne is a registered investment advisor at Divi-Vest Advisors, based in Wayne, PA, with 44 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum annual fee is $5,000 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
650 E. Swedesford Road, Suite 100, Wayne, PA, 19087
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Regulatory History (1)
Regulatory
May 2021Other Business Activities
Richard is a managing partner at Colorfield Partners, an artist's estate manager, since 1999. He dedicates approximately 2 hours per day to managerial duties.
Employment History
Current Registrations
Divi-Vest Advisors
Previous Registrations
Bryn Mawr Investment Group, INC.Broker
Janney Montgomery Scott INC.Broker
First Jersey Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.