John Beirne is a registered investment advisor at Beirne., based in Darien, CT, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 473 clients with $2.3B 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 | 1.25% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fees are negotiable and depend on portfolio value, services rendered, and anticipated future assets.
Fee Estimator
Location
20 Old Kings Highway, Darien, CT, 06820
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1987Other Business Activities
John has a passive investment in Quincepol LLC, a US holding company for a Polish mineral water business, and serves on its board of directors, dedicating minimal time. He is also a member of the Limited Partner Advisory Committee for Longford Capital Fund II, LP, spending minimal time on this role as well.
Employment History
Current Registrations
Beirne.
Previous Registrations
Beirne Wealth Consulting, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations7 states
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.
Exams
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