Aldain Beam
Aldain Beam is a registered investment advisor at Dunamis Capital Consulting, LLC, based in Wellington, FL, with 23 years of industry experience. Aldain operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 144 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dunamis Capital Consulting uses sub-advisors to manage investments. Clients pay one management fee that is shared between Dunamis and the sub-advisor. The fee ranges from 1.25% to 1.95% annually, calculated on the month-end or quarter-end value of the assets under management and charged monthly or quarterly. The specific fee schedule will be outlined in the client agreement.
Location
12798 Forest Hill Blvd, Suite 205B, Wellington, FL, 33414
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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 ActivitiesSells Insurance
Aldain is an independent licensed insurance agent since 2019, managing Dunamis Insurance and spending about 10-20% of their time on it. Aldain also owns and operates Dunamis Management Associates since 2021, dedicating about 10-20% of their time to this non-investment related business.
Employment History
Current Registrations
Dunamis Capital Consulting, LLC
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Primerica Advisors
PFS Investments INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Precision Distributors, LLCBroker
Tcf Investments, INC.Broker
Strong Capital Management INC
Strong Investments, INC.Broker
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.