John Byrne is a registered investment advisor at The Commonwealth Group LLC, based in Fernandina Beach, FL, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $8.6M 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 $50K | 1.75% |
| $50K - $149K | 1.50% |
| $149K - $500K | 1.30% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000 depending on complexity.
Fee Estimator
Location
Fernandina Beach, FL
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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
The Commonwealth Group LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Adaptation Financial Advisors INC.
Byrne Wealth Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.