John Anthony Beirne

Beirne.

38 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Beirne.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

405 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$1.2B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	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 subject to negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

3 Enterprise Drive, Suite 410, Shelton, CT, 06484

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 1987

Settled

View Full SEC Report How to Read Disclosures

Other 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.

March 2013 - Present · 12 yrs 11 mos

Previous Registrations

Beirne Wealth Consulting, LLC

January 2012 - March 2013 · 1 yr 2 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 1987 - January 2012 · 24 yrs 4 mos

State Registrations7 states

CACTFLNJNYPATX

Advisor

Exams

No exam information available for this advisor.