James Walsh
James Walsh is a registered investment advisor at Byrne Financial Freedom, LLC, based in Franklin, MA, with 48 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 956 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Byrne Financial charges a single, combined annual fee for both investment management and financial planning, based on the value of your portfolio. The fee ranges from 0.25% to 2.50% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Byrne Financial. Fees are paid quarterly, in advance. The total blended fee, including Byrne Financial's fee and any fees charged by independent managers, will not exceed 2.00% annually.
Location
11 East Street, Franklin, MA, 02038
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 1993Customer Dispute
August 1988Other Business Activities
James is a registered representative with LPL Financial LLC, dedicating about a quarter of his time to this role. He also provides investment advisory services through Byrne Financial Freedom, LLC, an independent investment advisor firm, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Byrne Financial Freedom, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
L. F. Rothschild & CO. IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Kidder, Peabody & CO., IncorporatedBroker
State Registrations16 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.