Beirne Wealth Consulting Services offers investment management, financial planning, and consulting services to individuals, high net worth individuals, pension plans, government entities, and charitable organizations. Beirne allocates client assets among independent managers, separate accounts, mutual funds, ETFs, individual debt and equity securities, and private placements. Financial planning services include business planning, pension fund consulting, and 401(k) planning. Clients can subscribe to ongoing financial planning monitoring services for a separate fee.
Assets Under Management$1.2B
Clients405
Advisors4
Avg. per Client$3M
Avg. per Advisor$300M
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. Custodians, Independent Managers and the platform manager charge their own fees that are in addition to Beirne's fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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