Byrne Financial Freedom provides wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans, and other businesses. These services include financial planning and discretionary investment management using mutual funds, exchange-traded funds, individual stocks, and bonds. Byrne Financial may recommend unaffiliated money managers or investment platforms. Financial planning covers areas like retirement, education, and estate planning. Clients also have access to wealth management software.
Fee Structure
Byrne Financial charges a single, combined annual fee for both investment management and financial planning, based on the value of your portfolio. The fee ranges from 0.25% to 2.50% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Byrne Financial. Fees are paid quarterly, in advance. The total blended fee, including Byrne Financial's fee and any fees charged by independent managers, will not exceed 2.00% annually.