Caleb Byrd is a registered investment advisor at M.C. Byrd Wealth Management, LLC, based in Bellville, TX, with 9 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 567 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M.C. Byrd Wealth Management charges a percentage of your portfolio annually for investment management. The exact fee is negotiable but will not exceed 1.5%. The fee is deducted from your account either monthly or quarterly. M.C. Byrd also uses third-party asset managers, where the fee will not exceed 1.5% of assets under management.
Location
18 N. Harris Street, Bellville, TX, 77418
Get directionsHistory
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
M.C. Byrd Wealth Management, LLC
State Registrations2 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.