Harvey Byrd
Harvey Byrd is a registered investment advisor at Lombard Advisers Incorporated, based in Baltimore, MD, with 19 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 955 clients with $570M 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 | 1.70% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Location
1820 Lancaster St, Baltimore, MD, 21231
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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 →Other Business ActivitiesSells Insurance
Harvey operates under the DBA Byrd Wealth Management since 2023. He is also an insurance agent selling life, disability, and long-term care insurance, taking about half of his time.
Employment History
Current Registrations
Lombard Advisers Incorporated
Lombard Securities Incorporated
Lombard Securities IncorporatedBroker
Previous Registrations
Lombard Advisers Incorporated
MML Investors Services, LLC
MML Investors Services, LLCBroker
Court Place Advisors LLC
State Registrations17 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.