Donald Byrne is a registered investment advisor at Black Swift Group, LLC, based in Boulder, CO, with 25 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 371 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on the client's circumstances.
Fee Estimator
Location
2595 Canyon Blvd, Suite 330, Boulder, CO, 80302
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Regulatory History
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
Black Swift Group, LLC
Previous Registrations
Black Swift Group, LLC
Nylife Securities LLCBroker
Nyppex, LLCBroker
Daiwa Capital Markets America INC.Broker
Gfi Securities LLCBroker
Access Securities, LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations1 state
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.