Business Description |
Byrd Capital is an SEC registered fee-only advisor providing comprehensive Wealth Management and Financial Life Planning. We specialize in working with private individuals and families, as well as small to medium-sized institutions such as pension and non-profit funds.
Whether you choose to utilize our full management and planning guidance and counsel, or to engage us strictly as the manager of your assets, our services are specifically designed to help you achieve the lifestyle and asset management goals that matter most to you and your family. |
|
| |
|
|
General Information |
|
|
|
|
|
|
|
|
|
|
| Years of Experience in Financial Services: |
25
|
|
| Number of Years with Current Firm: |
25
|
|
| I work with the following types of clients: |
Individual Investors
|
|
| |
|
Education |
| Academic Background |
| |
| Bachelor of Arts degree - Louisiana State University |
|
| |
|
Services |
| Investment Types: |
Dimensional Funds (DFA), Mutual Funds
|
|
| |
|
Qualifications & Memberships |
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| |
|
Compliance |
| Registered Investment Advisor: |
Yes
|
|
| I am an acknowledged fiduciary: |
Yes
|
|
| Compliance Disclosures in Last 5 years: |
I have a clean record
|
|
| Criminal Disclosures in Last 5 years: |
I have a clean record
|
|
| |
|
Compensation & Fees |
| I am a fee-only financial professional: |
Yes
|
|
| Minimum Portfolio Size for New Managed Accounts: |
$250,000
|
|
| Compensation Methods: |
Flat Fee, Based on Assets
|
|
| |
|
| |
| |
| Prepared By: |
John Byrd |
