Alan Beaulieu is a registered investment advisor at Bellwether Wealth, based in Lincoln, NE, with 13 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 500 clients with $680M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.82% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.63% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.38% |
Minimum fee is $3,125. Fees may be negotiable. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Location
140 North 8th Street, Suite 210, Lincoln, NE, 68058
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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 Activities
Alan is the president/economist for the Institute for Trend Research since 1990, taking about half of his time. He is also a managing partner for Beaubros LLC and Beauplace LLC, and chief economist for HARDI and senior economic advisor for NAW, dedicating minimal time to each.
Employment History
Current Registrations
Bellwether Wealth
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Itr Capital Management, LLC
State Registrations1 state
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