Patrick Byrne is a registered investment advisor at Aspetuck Financial Management LLC, based in Fairfield, CT, with 21 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning. Their firm serves 99 clients with $180M 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 $1.0M | 0.85% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.65% |
Advisory fee may also be subject to negotiation at Aspetuck’ s discretion depending upon many factors, including size of the accounts.
Fee Estimator
Location
Fairfield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Aspetuck Financial Management LLC
Previous Registrations
USAA Investment Management Company
State Registrations5 states
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