Bret Niemuth
Bret Niemuth is a ChFC-designated registered investment advisor at Beacon Capital, LLC, based in Cedar Rapids, IA, with 30 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 648 clients with $240M 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 $250K | 2.20% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.45% |
| $5.0M - $10.0M | 1.30% |
| $10M+ | 1.15% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
375 Collins Road NE,, Suite 120, Cedar Rapids, IA, 52402
Get directionsHistory
Regulatory History (3)
Regulatory
April 2018Employment Separation After Allegations
October 2016Criminal
November 2010Other Business ActivitiesSells Insurance
Bret is the owner and insurance agent at Capital Design, Inc. since 2003, selling fixed insurance products and dedicating a few hours per week.
Employment History
Current Registrations
Beacon Capital, LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Transamerica Financial Advisors, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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.