Matthew Byrne
Matthew Byrne is a CFA, CFP, PFS-designated registered investment advisor at M.K. Byrne & CO. LLC, based in Parsippany, NJ, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 34 clients with $77M 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 | 1.00% |
| $1M+ | 0.50% |
Subject to a $10,000 annual fee minimum which includes 5 non-transferable hours of tax and financial planning services each year.
Fee Estimator
Location
2001 Route 46, Suite 211, Parsippany, NJ, 07054
Get directionsHistory
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 ActivitiesSells Insurance
Matthew is an agent selling fixed insurance products, including life, health, disability, annuities, and long-term care, since 2016. This takes minimal time.
Employment History
Current Registrations
M.K. Byrne & CO. LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Gleacher & Company Securities, INC.Broker
State Registrations1 state
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.