Adam Beaty
Adam Beaty is a CFP-designated registered investment advisor at Bullogic Wealth Management, based in Pearland, TX, with 11 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 63 clients with $14M 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
If the client is currently engaging in the financial planning services, Investment Management fees will be reduced to 0.50% on all assets. The annual fees are negotiable.
Fee Estimator
Location
Pearland, TX
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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
Adam is the founder and managing partner of Bullogic LLC, a financial planning and investment advisory firm, since 2012. This is a full-time commitment for Adam.
Employment History
Current Registrations
Bullogic Wealth Management
Previous Registrations
Origin Financial
Bullogic LLC
State Registrations3 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.