611 Columbia Street NW, #2D

Olympia, WA 98501

Telephone - (360) 338-0645

Toll Free - (855) 371-0327

info@byrneandcowealth.com

Investment Management & Financial Planning

WHAT & HOW OFTEN?

  • A full-service financial planning and investment management relationship
  • Advisor leads the financial planning and investment management relationship
  • Advisor provides analysis, reports, and regular communication with client; makes trades as needed

WHO REQUESTS THIS SERVICE?

  • Those who prefer that an Advisor manage their investments
  • Those who either do not desire to follow markets or simply do not have the time

COST

  • Billed as a percentage of assets managed.
  • Our fees range from 1.00% of assets managed down to as low as 0.20% and are extremely competitive.
  • We don’t “graduate” our pricing whereas many firms do (e.g. 1.5% on the first $250,000, 1.25% on the next $250,000, 1.00% on the next $500,000, etc.). This can result in several thousand dollars in savings per year.

Have Questions or Comments?

Connect With Us

We are available to speak via phone during normal business hours. If you are trying to connect after hours, please use the form below.

Address: 611 Columbia Street NW, #2D, Olympia, WA 98501

Phone: (360) 338-0645

E-mail: info@byrneandcowealth.com

Office Hours: 8:00 AM - 5:00 PM, Monday - Friday

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