Assets Under Management
$1.2B
Number of Clients
405
Number of Advisors
3
Average Client AUM
$3.0M
AUM per Advisor
$399.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beirne Wealth Consulting Services provides discretionary and non-discretionary investment management and consulting to institutions and individuals. Services include financial planning, ERISA consulting, and wrap fee programs. They allocate assets among various investment vehicles and monitor client portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fees are subject to negotiation.
3 Enterprise Drive, Suite 410, Shelton, CT, 06484