Michael Byers
Michael Byers is a registered investment advisor at Bg Wealth Advisory, LLC, based in Lubbock, TX, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary by portfolio strategy chosen, ranging from a total annual fee of 1.00% up to 2.15%. BG Wealth Advisory, LLC's portion is typically 1.00% (except 0.60% for Preservation). Fees are negotiable.
Fee Estimator
Location
10210 Frankford Ave, Suite 220, Lubbock, TX, 79424
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2017Criminal
August 1997Other Business ActivitiesSells Insurance
Michael owns Byers Office Building LLC and Lubbock Bridge Properties LLC, both commercial rental properties, dedicating a few hours per week to each. He also owns Lubbock MB Holdings, LLC, Texas Alliance Financial Services, PLLC, and M&M Wealth Management, PLLC dba Lonestar Wealth Management, all involved in insurance sales, taking up a significant portion of his time.
Employment History
Current Registrations
Bg Wealth Advisory, LLC
The Viable Group, INC.
Lonestar Registered Investment Advisors, LLC
State Registrations3 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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