Nisreen Byrne
Nisreen Byrne is a registered investment advisor at J.P. Morgan Securities LLC, based in Bloomfield Hills, MI, with 33 years of industry experience. Nisreen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
1116 W. Long Lake, Bloomfield Hills, MI, 48302
Get directionsHistory
Regulatory History (12)
Customer Dispute
February 2013Customer Dispute
July 2010Customer Dispute
January 2009Customer Dispute
June 2006Customer Dispute
January 2004Customer Dispute
October 2003Customer Dispute
May 2003Customer Dispute
November 2001Customer Dispute
September 2001Customer Dispute
June 2001Customer Dispute
June 2001Customer Dispute
April 2000Other Business Activities
Nisreen is a partial owner/landlord and silent partner in Crown Office Building, LLC, a commercial office space, since 2014. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Banc One Securities Corporation
First Chicago Nbd Investment Services, INC.Broker
Essex National Securities, INC.Broker
State Registrations50 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.