Advisor at Aspetuck Financial Management LLC
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Firm
Aspetuck Financial Management LLC
Location
Fairfield, CT
Credentials
Series 63, Series 65
Industry experience
21 years
Patrick Byrne is a financial advisor at Aspetuck Financial Management LLC in Fairfield, CT, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Aspetuck Financial Management since 2005. Aspetuck Financial Management provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, and corporate clients. The firm uses a macro-driven, risk-managed portfolio approach based on Modern Portfolio Theory, offering diversified strategies across various asset classes and is notable for publicly disclosing performance results and providing ERISA 3(38) plan management and participant education.
Based on Aspetuck Financial Management LLC
$0 - $1,000,000: 0.85% $1,000,001 - $4,000,000: 0.70% $4,000,001+: 0.65%
Account minimum: $50,000
Fairfield, CT
Connecticut · Florida · New Jersey · New York · Texas
Aspetuck Financial Management
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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