Jeanette Beatty is a CFP-designated registered investment advisor at Earned Wealth Advisors, LLC, based in Westminster, CO, with 16 years of industry experience. Jeanette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,875 clients with $3.1B 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 $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Subject to a minimum annual fee of $2,400. Fees are negotiable based on anticipated future assets, account composition, and other factors.
Fee Estimator
Location
Westminster, CO
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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
Earned Wealth Advisors, LLC
Previous Registrations
Facet
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bbva Compass Investment Solutions, INCBroker
State Registrations1 state
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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