AF
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Adrian Flambard

12 Years of Experience
Albufeira

Adrian Flambard is a registered investment advisor at Beacon Global Advisor Network, LLC, based in Albufeira, with 12 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Cross-Border Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,388 clients with $750M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
1,388 clients
Average Client Portfolio
$537K average
Assets Under Management
$745.1M

Fee Structure

Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.35%
$5M+0.85%

Fees are negotiable at the discretion of the advisory representative. Alternative investments are charged up to 1% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Beacon Global Advisor Network, LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Brite Advisors USA, INC.
July 2023 - June 2024 · 11 mos
Brite Investments USA, LLC
November 2017 - July 2023 · 5 yrs 8 mos
Devere USA INC.
December 2013 - May 2017 · 3 yrs 5 mos
State Registrations4 states
CACTFLTX
Advisor

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
No exam information available for this advisor.
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