John Beirne is a registered investment advisor at Beirne., based in Shelton, CT, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 405 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Location
3 Enterprise Drive, Suite 410, Shelton, CT, 06484
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1987Other Business Activities
John has a passive investment in Quincepol LLC, a US holding company for a Polish mineral water business, and serves on its board of directors, dedicating minimal time. He is also a member of the Limited Partner Advisory Committee for Longford Capital Fund II, LP, spending minimal time on this role as well.
Employment History
Current Registrations
Beirne.
Previous Registrations
Beirne Wealth Consulting, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.