M.C. Byrd Wealth Management, LLC

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Assets Under Management

$274.0M

Number of Clients

567

Number of Advisors

3

Average Client AUM

$483K

AUM per Advisor

$91.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

M.C. Byrd offers discretionary and non-discretionary investment supervisory services, financial planning, and 401k pension consulting. They create portfolios using mutual funds, ETFs, and individual stocks/bonds, and may recommend third-party asset managers. Financial planning covers investment, retirement, estate, charitable, education, and business planning.

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%.

View Full Brochure on SEC
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningBusiness Owners
Location

18 N. Harris Street, Bellville, TX, 77418

3 Advisors at this firm

CB
Caleb Grubbs Byrd
EM
Edith Moreno
MB
ChFC
Monte Craig Byrd
M.c. Byrd Wealth Management, Llc | AdvisorDiscover