William Beard
William Beard is a registered investment advisor at Wealthharbor Capital Group, LLC, based in Ocean Springs, MS, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 252 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be discounted at the firm's discretion.
Fee Estimator
Location
22 Doctor's Drive, Suite C, Ocean Springs, MS, 39564
Get directionsHistory
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
William is a 50% owner of MRG Insurance Services, where he works as a P&C insurance agent about half their time. He also owns 10% of Financial Management Solutions, LLC, an RIA firm, dedicating about 10% of their time to this.
Employment History
Current Registrations
Wealthharbor Capital Group, LLC
Previous Registrations
Financial Management Solutions, LLC
Ing Financial Partners, INC
Locust Street Securities, INC.
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.
Exams
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