Tiffany Beard
Tiffany Beard is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Jacksonville, FL, with 17 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B 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 | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
10751 Deerwood Park Blvd, Suite 302, Jacksonville, FL, 32256
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 Activities
Tiffany does business as Wealth Enhancement Group. She is also a board member of the Financial Planning Association of Florida and a Cub Scouts board member, both non-compensated and not investment related.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Retirement Strategies, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
More Advisors
- Jamar Bostic, CFAWealth Enhancement Advisory Services, LLC
- Morgan Everett, CFPWealth Enhancement Advisory Services, LLC
- Benjamin Davis, CFPWealth Enhancement Advisory Services, LLC
- Mary Neeley, CFPWealth Enhancement Advisory Services, LLC
- Jesse Crews, CFPWealth Enhancement Advisory Services, LLC
- William Carr, CFPWealth Enhancement Advisory Services, LLC