Byron Fields is a registered investment advisor at Titleist Asset Management, LLC, based in Austin, TX, with 25 years of industry experience. Byron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,151 clients with $2.8B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable at the firm's discretion based on total assets under management, except for a mandatory 0.15% model manager fee if Shorebird Capital models are used.
Fee Estimator
Location
2301 S Capital of Texas Hwy, Suite J-101, Austin, TX, 78746
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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 →Other Business Activities
Byron is a limited partner in Palmetto Holdings, a holding company for a building, spending minimal time on this. He is also a member of the General Partner to Shorebird Capital, LP and Portfolio Manager to the fund, dedicating a significant amount of time to this investment-related activity, as well as a Managing Partner at Titleisit Capital, LLC and Titleist Asset Management, LLC.
Employment History
Current Registrations
Titleist Asset Management, LLC
Shorebird Capital, LP
Titleist Capital, LLCBroker
Previous Registrations
Shorebird Capital, LP
Summitalliance Securities, L.L.C.Broker
Financial Counseling CorporationBroker
Titleist Capital, LLC
Cybertrader, INC.Broker
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.
Exams
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