Beirne Wealth Consulting Services, operating as Beirne, Beirne Group, is a registered investment advisor that offers discretionary and non-discretionary investment management, financial planning, and consulting services. Serving individuals, high-net-worth clients, and institutional clients, the firm tailors its portfolios by allocating assets among independent managers, mutual funds, exchange-traded funds, individual securities, and private placements. Beirne also provides specialized services such as Health Savings Account management, retirement plan consulting, and wrap fee programs. Clients work with the firm to build customized investment strategies aligned with their specific goals and risk tolerances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiable and depend on portfolio value, services rendered, and anticipated future assets.