Alan Beugg is a registered investment advisor at Focus Partners Wealth, LLC, based in Fort Collins, CO, with 27 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
2133 S Timberline Rd, Suite 120, Fort Collins, CO, 80525
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Regulatory History (3)
Customer Dispute
December 2009Customer Dispute
October 2009Customer Dispute
July 2009Other Business Activities
Alan works as a Senior Wealth Advisor for Kovitz Investment Group Partners dba IFAM Capital, providing investment advice to clients. This activity takes nearly full-time hours.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Northcoast Asset Management LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Kovitz Investment Group Partners, LLC
Ifam Capital
Ifm Capital Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.Broker
State Registrations16 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.