KB
KB
Kenneth Byrne
5 Years of Experience
Federal Way, WA
1 Disclosure
Kenneth Byrne is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Federal Way, WA, with 5 years of industry experience. Kenneth 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. Their firm serves 10,278 clients with $9.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
241 advisors
Number of Clients
10,278 clients
Average Client Portfolio
$963K average
Assets Under Management
$9.9B
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Federal Way, WA
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Regulatory History (1)
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Employment Separation After Allegations
July 2024Employment History
Current Registrations
Concurrent Investment Advisors, LLC
June 2025 - Present · 11 mos
Previous Registrations
Edward Jones
July 2019 - August 2024 · 5 yrs 1 mo
Edward JonesBroker
July 2019 - August 2024 · 5 yrs 1 mo
State Registrations1 state
WA
Advisor
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
No exam information available for this advisor.