Lindsey Allard is a registered investment advisor at Beirne., based in Shelton, CT, with 14 years of industry experience. Lindsey 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beirne.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations7 states
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