Anna Byrne is a registered investment advisor at Kendall Wealth LLC, based in Randolph, MA, with 21 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 32 clients with $62M 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 $750K | 1.25% |
| $750K - $1.5M | 1.25% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
964 N. Main Street, Randolph, MA, 02368
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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
Anna works as Of Counsel at Cook & Associates, PC, a law firm, providing legal advice relating to tax and small business issues since 2004. This takes about a quarter of her time.
Employment History
Current Registrations
Kendall Wealth LLC
State Registrations1 state
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