M.K. Byrne & Co. LLC offers tax and financial planning services on an hourly basis or through their Wealth Advisory Service. The Wealth Advisory Service includes developing a personalized investment program, implementing and monitoring the program, and coordinating with clients regarding portfolio adjustments. M.K. Byrne & Co. LLC acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$77M
Clients34
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$38M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Subject to a $10,000 annual fee minimum which includes 5 non-transferable hours of tax and financial planning services each year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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