Assets Under Management

$1.2B

Number of Clients

405

Number of Advisors

3

Average Client AUM

$3.0M

AUM per Advisor

$399.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Beirne Wealth Consulting Services provides discretionary and non-discretionary investment management and consulting to institutions and individuals. Services include financial planning, ERISA consulting, and wrap fee programs. They allocate assets among various investment vehicles and monitor client portfolios.

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.20%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.10%
$10M+1.00%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location

3 Enterprise Drive, Suite 410, Shelton, CT, 06484

3 Advisors at this firm

Beirne. | TrueAdvisor