Joseph Byrne is a registered investment advisor at Byrne Financial Freedom, LLC, based in Franklin, MA, with 37 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 956 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Byrne Financial charges a single, combined annual fee for both investment management and financial planning, based on the value of your portfolio. The fee ranges from 0.25% to 2.50% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Byrne Financial. Fees are paid quarterly, in advance. The total blended fee, including Byrne Financial's fee and any fees charged by independent managers, will not exceed 2.00% annually.
Location
11 East Street, Franklin, MA, 02038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph operates Byrne Financial Freedom as a DBA for his LPL business and as a registered investment advisor. He also owns BCK Holdings LLC, a real estate rental business, and is a Notary Public for the Commonwealth of Massachusetts, dedicating about a quarter of his time to his LPL business.
Employment History
Current Registrations
Byrne Financial Freedom, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Advest, INC.Broker
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
National Financial Services CorporationBroker
Fidelity Distributors CorporationBroker
State Registrations28 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.