Krista Mcbeath
Krista Mcbeath is a ChFC-designated registered investment advisor at Mcbeath Financial Group, based in Normal, IL, with 17 years of industry experience. Krista 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, Insurance Planning, and 3 more. Their firm serves 227 clients with $220M 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 $100K | 1.70% |
| $100K - $300K | 1.65% |
| $300K - $600K | 1.60% |
| $600K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fee includes compensation received by the model provider and GeoWealth. Fees may be modified with 30 days' written notice and client consent.
Fee Estimator
Location
203 Landmark Drive, Suite A, Normal, IL, 61761
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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
Krista is the president and a licensed insurance producer/agent at McBeath Tax and Financial Services, dedicating approximately 65 hours per month to insurance sales and services. She is also the president and an investment advisor representative at Landmark Wealth Management, Inc. DBA McBeath Financial Group, spending approximately 65 hours per month on financial planning and advisory services.
Employment History
Current Registrations
Mcbeath Financial Group
Previous Registrations
Motiv8 Investments LLC
Capital Asset Advisory Services, LLC
American Investment Services
American Investment Services
State Registrations1 state
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.