Henry Beukema
Henry Beukema is a registered investment advisor at Guyasuta Investment Advisors, Incorporated, based in Pittsburgh, PA, with 19 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 478 clients with $2.4B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
These fees are for 100% equity accounts and are annual rates and are negotiable. Fixed income accounts have lower rates. Most client accounts are invested in a mixed allocation of both equities and fixed-income, with the allocation customized to meet their specific objectives. In these cases, Guyasuta typically negotiates with the client a set fee schedule.
Fee Estimator
Location
285 Kappa Drive, Suite 220, Pittsburgh, PA, 15238
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Guyasuta Investment Advisors, Incorporated
State Registrations2 states
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