Beirne Wealth Consulting Services, LLC

Wealth Management Firm in Shelton, CT

Firm Info
Address: 3 Enterprise Dr Suite 410, Shelton, CT 06484, USA
Phone: (203) 701-8606

Firm Size
Assets Under Management: $2.2 billion
# of Advisors: 11
# of Clients: 1,418
Client to Advisor Ratio: 129:1
Average Account Size: $1.5 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • 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
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

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

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Beirne Wealth Consulting Services, LLC Overview

Beirne Wealth Consulting Services, LLC is a registered investment advisory firm that provides investment advice only. They have been in business since 2013 and operate out of their headquarters in Shelton, CT. The firm is fee-only, which means that they are compensated solely by their clients and do not receive any commissions or incentives for recommending investments. Their services include financial planning, portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutional clients. They also offer pension consulting services, helping clients to select investment vehicles that will provide a steady source of income during retirement. In addition to their core services, Beirne Wealth Consulting Services, LLC also provides selection of other advisors, assisting clients in selecting financial professionals that align with their investment goals and objectives. With a focus on providing sound, unbiased financial advice, this firm is well-positioned to help clients make the most of their investments and secure their financial futures.

BEIRNE WEALTH CONSULTING SERVICES, LLC is a financial advisory firm that serves a diverse range of clients with varying financial needs. The firm has built its reputation by providing bespoke financial solutions that are tailored to the unique needs of its clients. Among the clients served by BEIRNE WEALTH CONSULTING SERVICES, LLC are individuals seeking professional financial advice, high net worth individuals requiring specialized wealth management services, pension or profit sharing plans, and charitable organizations. Additionally, the firm serves state or municipal government entities and other types of corporations not listed. BEIRNE WEALTH CONSULTING SERVICES, LLC understands that different clients require different types of fee structures depending on the services rendered. To ensure that its clients are not disadvantaged, the firm offers fee structures that are flexible and designed to cater to the needs of each client. Depending on the service provided, BEIRNE WEALTH CONSULTING SERVICES, LLC offers a percentage of assets under management (AUM) fee structure, which is charged as a percentage of the assets managed for the client. Alternatively, the firm offers a fixed fee structure for clients who prefer certainty in the fees charged. This fee structure ensures that clients are aware of the amount they will be charged from the onset, regardless of the changes in the size of their assets managed. Regardless of the fee structure selected, BEIRNE WEALTH CONSULTING SERVICES, LLC ensures that clients always receive value for their money through the provision of personalized, expert financial advice and services.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Beirne Wealth Consulting Services, LLC mentions that the firm generally does not have investment minimums. However, there may be a minimum fee imposed for certain legacy clients in limited circumstances. It is also noted that Independent Managers may have their own more restrictive account requirements and billing practices, and in such cases, BWC will adjust its own account requirements and billing practices to accommodate those of the Independent Managers. Therefore, it can be inferred that Beirne Wealth Consulting Services, LLC does not have a specific investment minimum for all clients.

How This Office Can Help Shelton, CT Residents

Beirne Wealth Consulting Services, LLC is a financial planning and investment management firm that assists clients in Shelton, CT in achieving their financial goals. The company offers a range of services including retirement planning, tax reduction strategies, estate planning, and investment management. With years of experience in the industry, Beirne Wealth Consulting Services, LLC provides customized solutions to meet the unique financial situations of its clients. Clients in Shelton, CT may face various financial situations such as planning for retirement, managing debt, saving for their children's education, or investing in real estate. Beirne Wealth Consulting Services, LLC helps clients in Shelton, CT by working with them to create a comprehensive financial plan that addresses their needs and goals. The firm provides expert advice on strategies to save for retirement, reduce taxes, and manage debt. Additionally, they help clients build a diversified portfolio of investments to achieve long-term financial success. With Beirne Wealth Consulting Services, LLC's personalized approach to financial planning, clients in Shelton, CT can achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Beirne Wealth Consulting Services, LLC, visit their Part 2 Brochure.

Services Offered by Beirne Wealth Consulting Services, 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 Beirne Wealth Consulting Services, 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)
Fixed Fees (Other than subscription)
Unavailable
Hourly
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 3 Enterprise Dr Suite 410, Shelton, CT 06484, USA
Phone (203) 701-8606
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 3 ENTERPRISE DRIVE, SUITE 410, SHELTON, CT 6484, United States

This firm has no other locations.

State Registrations

Beirne Wealth Consulting Services, LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • New Jersey
  • New York
  • Pennsylvania
  • Texas

Disciplinary History

Beirne Wealth Consulting Services, LLC does not have any disclosures. Please visit it's Form ADV for more details.