Kevin Byrne is a CFP-designated registered investment advisor at Byrne & Company Wealth Management, LLC, based in Olympia, WA, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 139 clients with $120M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees are negotiable for accounts over $4,000,001.
Fee Estimator
Contact
Kevin Byrne
Location
611 Columbia St NW, #2D, Olympia, WA, 98501
Get directionsHistory
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 →Other Business Activities
Kevin is a managing member and 50% owner of Byrne & Company Real Estate LLC (since 2020), which owns an office building, dedicating minimal time. He also manages Buoy 10 LLC (since 2021), which owns an office building, spending a few hours per week, and Trajectory Properties, LLC (since 2020), which focuses on real estate investments, requiring no time.
Employment History
Current Registrations
Byrne & Company Wealth Management, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
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.
Exams
Additional Information
You are our firm’s singular focus. We’re dedicated solely to the development and maintenance of your financial plan and the management of your resources. Because we’re not annuity salespeople, life insurance agents, loan officers, stockbrokers, or bankers we’re able to maintain our focus squarely on you, your plan, and your resources. More importantly, we are in a position to provide unbiased, independent recommendations in those areas more suited to commissioned salespeople.