Byrne Asset Management offers investment advice and manages portfolios for individuals and small institutions. They work with clients to establish financial goals and objectives, then develop a personalized investment approach. Byrne Asset Management uses its own valuation model and monitors investments, communicating with clients at least quarterly.
Assets Under Management$270M
Clients168
Advisors6
Avg. per Client$1.6M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees are up to 1.1% on equity accounts, up to 0.5% on fixed income accounts, and a blended rate on balanced accounts. Fees are reduced on a sliding scale with respect to account balances in excess of $5 million and may be negotiated or reduced in other circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...