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 Investment Management. Their firm serves 1,963 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IEQ Capital charges an annual management fee of up to 1% of the assets they manage. The fee is negotiable and can vary based on the type of account, the client's relationship with IEQ, the size and complexity of the assets, and the investment strategies used. Some clients have a minimum quarterly fee of $6,250, but this can be negotiated lower. For clients invested in private funds where IEQ serves as a sub-advisor, IEQ receives a sub-advisory fee of up to 1.0% directly from the fund instead of collecting management fees under the investment management agreement.
Location
One Federal Street, Floor 26, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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