Byrne & Company Wealth Management (ByrneWM) provides personalized investment management and financial planning services. ByrneWM helps clients identify their investment goals and needs. Investment management is offered with either discretionary or non-discretionary authority. Financial planning is offered on an hourly basis. ByrneWM's services are generally most appropriate for those with at least $500,000 in investable assets.
Assets Under Management$120M
Clients139
Advisors1
Avg. per Client$900K
Avg. per Advisor$120M
www.byrnewm.com ·www.feeonlynetwork.com/financial-advisor/kevin-... ·www.plannersearch.org/financial-advisor/kevin-m...
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees are negotiable for accounts over $4,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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