Byron Fields is a registered investment advisor at Titleist Asset Management, LLC, based in San Antonio, TX, with 25 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B 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 may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258
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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.