EM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
567 clients
Average Client Portfolio
$483K average
Assets Under Management
$274.0M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$1,000
Hourly Rate:$250/hr
Investment management fees are negotiable, not to exceed 1.5% annually, and are based on the total account value. Fees are automatically deducted from the client's account quarterly or monthly. Financial planning is offered at $250 per hour or a negotiable fixed fee of $1,000 for a financial plan. 401k Pension Consulting has a maximum fee of 1.00%.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningBusiness Owners
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Advisor Information
Office location
18 N. Harris Street, Bellville, TX, 77418
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
M.C. Byrd Wealth Management, LLC
April 2018 - Present · 7 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.