M.C. Byrd Wealth Management offers investment advice and financial planning to individuals, pension plans, trusts, estates, charities, and foundations. The firm creates portfolios using mutual funds, exchange-traded funds (ETFs), and individual stocks or bonds, based on the client's goals, risk tolerance, and circumstances. They also offer financial planning services covering investment, retirement, estate, charitable, education, and business planning. M.C. Byrd may recommend third-party asset managers.
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.