William Beasley
William Beasley is a registered investment advisor at Bhk Investment Advisors, based in Birmingham, AL, with 38 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 316 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee schedule is for Equity and Balanced Accounts. Fixed Income Accounts have a different fee schedule: 0.75% on the first $5,000,000, 0.50% on the next $5,000,000, and 0.25% above $10,000,000. A minimum annual fee may be charged.
Fee Estimator
Location
2200 Lakeshore Drive, Suite 250, Birmingham, AL, 35209-8803
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2023Regulatory
April 2022Employment Separation After Allegations
June 2021Employment History
Current Registrations
Bhk Securities, LLC
Bhk Investment Advisors
Bhk Securities, LLCBroker
Previous Registrations
Bhk Investment Advisors
Bhk Securities, LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Sterne, Agee & Leach, INC.Broker
First Birmingham Securities CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.