Wyman Byrd is a registered investment advisor at Colony Family Offices, LLC, based in Chapel Hill, NC, with 14 years of industry experience. Wyman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 656 clients with $3.4B 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 $30.0M | 1.00% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees may be negotiable or waived on a client-by-client basis.
Fee Estimator
Location
309 W. Barbee Chapel Road, Suite 309B, Chapel Hill, NC, 27517
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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
Colony Family Offices, LLC
Previous Registrations
Genspring Family Offices, LLC
State Registrations1 state
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