Val Beers is a CFP-designated registered investment advisor at Beers Kight Financial Advisors, LLC, based in Columbia, SC, with 17 years of industry experience. Val operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 100 clients with $180M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
609 Sims Ave, Suite 203, Columbia, SC, 29205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Beers Kight Financial Advisors, LLC
Previous Registrations
Beers Financial LLC
State Registrations1 state
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