Adam Beard is a registered investment advisor at Ieq Capital, LLC, based in Boston, MA, with 26 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,309 clients with $57B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee is up to 1%. Certain clients are subject to a minimum management fee starting at $6,250 per quarter. Fees are negotiable.
Fee Estimator
Location
One Federal Street, Floor 26, Boston, MA, 02110
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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 →Other Business Activities
Adam is a board member of the Boston Youth Symphony Orchestra, serving on the Development Committee and dedicating minimal time. He is also a registered representative of First Republic Securities Company, LLC and an employee of First Republic Investment Management, Inc., dedicating the majority of his time to these activities.
Employment History
Current Registrations
Ieq Capital, LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Jefferies Investment Advisers, LLC
Jefferies LLCBroker
Gca Savvian Advisors, LLCBroker
Credit Suisse First Boston CorporationBroker
Deutsche Bank Securities INC.Broker
Prudential Securities IncorporatedBroker
State Registrations3 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.
Exams
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