Beirne.

Beirne Wealth Consulting Services, LLC, also known as Beirne Group, is an SEC-registered investment adviser offering a Wrap Fee Program for clients. As of December 31, 2024, the firm managed over $1.1 billion in Regulatory Assets Under Management. The Program provides portfolio management services without separate brokerage commissions. Clients must enter into an agreement with the firm and open an account with approved brokers. Investment portfolios are managed on a discretionary or non-discretionary basis by the firm's representatives or Independent Managers. The firm acts as a fiduciary under ERISA for certain plans, providing written descriptions of services and compensation. Fees are asset-based and vary from 1.00% to 1.50% based on portfolio value tiers. Clients may make additions or withdrawals from their accounts, subject to certain conditions. The firm discloses potential conflicts of interest related to fee structures and compensation arrangements. Investment strategies include fundamental, technical, and cyclical analysis, with a focus on client-specific needs and risk profiles. The firm also offers services for Health Savings Accounts and non-purpose loans. Beirne Group does not impose account minimums but may have minimum fees in certain cases. The firm provides ongoing account monitoring and conducts regular reviews with clients. Clients receive transaction confirmations and account statements from approved custodians. Beirne Group discloses its Code of Ethics, client referral practices, and arrangements for receiving economic benefits from third parties. The firm engages in surprise independent examinations of client assets and maintains custody through qualified custodians. Financial information disclosure is not required based on specific criteria. For more information, visit www.beirnegroup.com or contact (203) 701-8606.