M.C. Byrd Wealth Management

Financial Advisor in Bellville, TX

Firm Info
Address: 18 N Harris St, Bellville, TX 77418, USA
Phone: (979) 865-0660

Firm Size
Assets Under Management: $237.8 million
# of Advisors: 4
# of Clients: 879
Client to Advisor Ratio: 220:1
Average Account Size: $270,484
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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M.c. Byrd Wealth Management, LLC Overview

M.C. Byrd Wealth Management, LLC is an investment advisory firm that offers fee-only financial services. The firm has its headquarters in Bellville, TX, and has been in operation since 2015. M.C. Byrd Wealth Management specializes in providing investment advice and portfolio management to both individuals and small businesses. The firm's services include financial planning, pension consulting services, and the selection of other advisors. M.C. Byrd Wealth Management specializes in helping clients make the most of their investments through customized financial planning strategies and carefully curated portfolio management. As a registered investment advisory firm that provides investment advice only, M.C. Byrd Wealth Management is built upon the foundation of providing unbiased advice that puts the client's interests first. With a focus on transparency and personalized service, the firm is dedicated to helping clients achieve their financial goals and build wealth over time.

M.C. BYRD WEALTH MANAGEMENT, LLC serves a diverse set of clientele. These clients include individuals, high net worth individuals, pension or profit sharing plans, and a range of other corporation types. The firm's comprehensive financial planning and wealth management services are tailored to address the unique needs and goals of each client. With strategic insights and innovative solutions, M.C. BYRD WEALTH MANAGEMENT, LLC navigates complex financial landscapes and helps clients achieve their long-term aspirations. M.C. BYRD WEALTH MANAGEMENT, LLC offers a variety of fee structures depending on the service provided. Clients have the option to choose from percentage of assets under management (AUM), hourly fees, or fixed fees. The percentage of AUM fee structure is a popular option for clients with significant assets, as the fee charged is directly proportional to the value of assets managed. The hourly fee structure is useful for clients who require specific, one-off services such as tax planning or estate planning. The fixed fee structure is beneficial for clients who know exactly what services they require and prefer to pay a set fee for those services. M.C. BYRD WEALTH MANAGEMENT, LLC prides itself in offering flexible fee structures that cater to its clients' individual needs.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in M.C. Byrd Wealth Management, LLC's Part 2 Brochure, the firm does not require a minimum account size for opening or maintaining an account. Therefore, there is no investment minimum mentioned in their Part 2 Brochure.

How This Office Can Help Bellville, TX Residents

M.C. Byrd Wealth Management is dedicated to helping its clients in Bellville, TX, achieve their financial goals and live a comfortable life. The firm's experienced team of financial planners understands that residents of Bellville may be facing unique financial situations and challenges that require tailored solutions. For example, many residents in Bellville may be preparing for retirement and need help creating a sound financial plan to ensure they have enough money to enjoy their golden years. Others may be facing financial challenges such as paying off debt, saving for their children's education, or managing unexpected medical expenses. The team at M.C. Byrd Wealth Management takes a holistic approach to financial planning, focusing on each client's goals and creating a customized plan that addresses their unique needs and circumstances. Whether you're just starting your career or getting ready to retire, M.C. Byrd Wealth Management has the expertise and resources to help you achieve financial independence and security.

To view the Minimum Investment and Fee Schedule for M.c. Byrd Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by M.c. Byrd Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by M.c. Byrd Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 18 N Harris St, Bellville, TX 77418, USA
Phone (979) 865-0660
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

M.c. Byrd Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Florida
  • Louisiana
  • New York
  • Ohio
  • Oklahoma
  • Texas

Disciplinary History

M.c. Byrd Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.