Assets Under Management
$274.0M
Number of Clients
567
Number of Advisors
3
Average Client AUM
$483K
AUM per Advisor
$91.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
M.C. Byrd offers discretionary and non-discretionary investment supervisory services, creating portfolios of mutual funds, ETFs, and individual stocks/bonds. They also provide financial planning services, including investment, retirement, estate, charitable, education, and business planning. They may recommend third-party asset managers. 401k pension consulting is also offered.
18 N. Harris Street, Bellville, TX, 77418