Beth Estabrook
Beth Estabrook is a registered investment advisor at Founders Financial Securities, LLC, based in Lutherville-Timonium, MD, with 19 years of industry experience. Beth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B 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 | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
10 Gerard Avenue, Suite 305, Lutherville-Timonium, MD, 21093-3207
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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
Beth is the owner and insurance agent for Joyful EIS, LLC, selling property and casualty insurance, and spends full-time hours on this activity. Beth also has a DBA called Estabrook and Company, P.C., spending nearly full-time hours on this activity during securities trading hours.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Founders Financial Securities LLCBroker
State Registrations11 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
- Jay EstabrookFounders Financial Securities, LLC