Byerly Investment Management works with clients to define financial and investment goals, then develops a customized investment program. The firm supervises investments in stocks, bonds, mutual funds, and other securities. Byerly Investment Management manages client assets on a discretionary basis, meaning the firm makes trades without asking you first. The firm does not participate in wrap-fee programs.
Assets Under Management$6.4M
Clients17
Advisors2
Avg. per Client$370K
Avg. per Advisor$3.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable at the firm’s sole and absolute discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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