M.C. Byrd Wealth Management, LLC is a distinguished investment advisory firm located in Bellville, TX. With one office, the firm provides comprehensive financial solutions to individuals and employer 401Ks alike. Led by a team of seasoned professionals, M.C. Byrd Wealth Management, LLC has established a strong reputation for delivering sound investment advice.
With a total of six dedicated employees, four of whom specialize in investment advisory services, the firm boasts an impressive average of $58,090,000 in assets under management per investment advisor, aligning with industry standards. M.C. Byrd Wealth Management, LLC offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring their clients receive tailored services that suit their individual needs.
The firm's expertise in managing employer 401Ks and individual portfolios is evident, as these account for approximately half of their assets under management. Demonstrating their commitment to excellence, M.C. Byrd Wealth Management, LLC exercises discretionary control over 80% of the assets they manage, enabling them to swiftly capitalize on investment opportunities.
M.C. Byrd Wealth Management, LLC proudly serves a diverse clientele, catering to over 500 individual clients with a total of $232,366,000 in assets under management. The firm's success is attributed, in part, to their experienced advisors. Notably, the firm boasts long-tenured advisors such as Edith Moreno, Caleb Byrd, and Monte Byrd, who bring a wealth of knowledge and expertise to their clients' financial journeys.
With a commitment to personalized service and a focus on achieving their clients' financial goals, M.C. Byrd Wealth Management, LLC stands as a trusted partner in wealth management, offering tailored solutions for long-term financial success.