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Markus Byrd
34 Years of Experience
Dallas, TX
5 DisclosuresSells Insurance
Markus Byrd is a registered investment advisor at Candor Wealth Management, LLC, based in Dallas, TX, with 34 years of industry experience. Markus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 92 clients with $87M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
92 clients
Average Client Portfolio
$949K average
Assets Under Management
$87.3M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $10.0M | 0.85% |
| $10M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5220 Spring Valley Road, Suite 505, Dallas, TX, 75254
Get directionsHistory
Regulatory History (5)
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Customer Dispute
August 2024Settled
Customer Dispute
February 2024Settled
Customer Dispute
August 2023Settled
Customer Dispute
April 2023Settled
Customer Dispute
February 1999Closed-No Action
Other Business ActivitiesSells Insurance
Markus is an independent licensed insurance agent.
Employment History
Current Registrations
Candor Wealth Management, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - April 2024 · 8 yrs
NFP Advisor Services, LLC
April 2014 - September 2016 · 2 yrs 5 mos
Kestra Investment Services, LLCBroker
February 2014 - April 2024 · 10 yrs 2 mos
NFP Securities, INC.
February 2014 - March 2014 · 1 mo
Invest Financial Corporation
February 2014 - February 2014 · 0 mos
Invest Financial CorporationBroker
February 2014 - February 2014 · 0 mos
Ameriprise Financial Services, INC.Broker
May 2010 - February 2014 · 3 yrs 9 mos
Ameriprise Financial Services, INC.
May 2010 - February 2014 · 3 yrs 9 mos
Invest Financial Corporation
December 2003 - May 2010 · 6 yrs 5 mos
Invest Financial CorporationBroker
December 2003 - May 2010 · 6 yrs 5 mos
Veravest Investment Advisors, INC.
February 2000 - December 2003 · 3 yrs 10 mos
Veravest Investments, INC.Broker
September 1999 - December 2003 · 4 yrs 3 mos
American Express Financial Advisors INC.Broker
November 1991 - October 1999 · 7 yrs 11 mos
Ids Life Insurance CompanyBroker
November 1991 - October 1999 · 7 yrs 11 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.