Michael Beardi
Michael Beardi is a registered investment advisor at Parsonex Advisory Services, INC., based in Alexandria, VA, with 25 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 331 clients with $270M 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 - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor. Additional transaction, custody, money manager, and platform fees may apply.
Fee Estimator
Location
Alexandria, VA
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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
Michael is an investment advisor representative at Parsonex Advisory Services, dedicating about 10-20% of his time. He is also an insurance agent selling insurance products, spending minimal time on this activity, and the president of Objective Resources Inc, an investment-related company where he trades for himself, spending a few hours per week. Additionally, Michael serves as a Lieutenant Colonel in the Army National Guard, a full-time commitment.
Employment History
Current Registrations
Parsonex Advisory Services, INC.
Parsonex Securities, INC.
Parsonex Securities, INC.Broker
Previous Registrations
Parsonex Advisory Services, INC.
PFS Investments INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations32 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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