M C Byrd Wealth Management, LLC (Bellville)
M C Byrd Wealth Management, LLC is a large advisory firm based in Bellville. It manages $179.83 million of regulatory assets for 477 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Louisiana, and Texas.
M C Byrd Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
M C Byrd Wealth Management: assets under management
The assets under management (AUM) of M C Byrd Wealth Management, LLC is $179.83 million. The firm's AUM has grown by 129% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay M C Byrd Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Bellville
The principal office where M C Byrd Wealth Management, LLC performs its advisory services is located at 633 W. Main, Bellville, TX 77418, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 979-865-0660 or by fax 979-865-0688. The normal business hours are 8 am - 5 pm (3 pm on friday) on Monday - Friday. You can find more information about the New York firm at the401kshop.com.
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