Jane Beule is a CFP-designated registered investment advisor at Griffin Black, LLC, based in Redwood City, CA, with 21 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Cross-Border Planning, and 9 more. Their firm serves 171 clients with $360M 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 | 0.60% |
| $3M+ | 0.35% |
Standalone investment management schedule. Holistic Wealth Management schedule uses different tier rates (1.00%, 0.80%, 0.60%, 0.40%). International clients have a separate schedule starting at 1.25%.
Fee Estimator
Contact
Jane Beule
Location
Redwood City, CA
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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 →Employment History
Current Registrations
Griffin Black, LLC
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
Additional Information
Over the years I have worked on Wall Street and I have worked in tech, but it is my current job that I find most fulfilling. Griffin Black, the company I founded in 2001, is a Registered Investment Advisor. We bring together a love of finance and passion for leveraging technology to help individuals and families make the most of their money and live the kind of lives that they envision.
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