Patrick Beaird is a PFS-designated registered investment advisor at Beaird Harris, based in Dallas, TX, with 29 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 800 clients with $2.3B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Firm charges a minimum annual fee of $10,000, which can be reduced to $5,000 for young professionals at the firm's discretion.
Fee Estimator
Location
5005 Lyndon B. Johnson Fwy, Suite 1700, Dallas, TX, 75244
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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
Patrick is the president of North Dallas Fiduciaries, providing bill paying services, dedicating minimal time. He also serves as president of Beaird Harris & Co. PC, a tax consulting firm, spending about half his time on tax consulting, preparation, and counseling. Additionally, Patrick is a shareholder and board member of Savant Capital Management, spending minimal time in this capacity.
Employment History
Current Registrations
Beaird Harris
State Registrations1 state
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Exams
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