Adam Beaty is a CFP-designated registered investment advisor at Bullogic Wealth Management, based in Pearland, TX, with 11 years of industry experience. Adam 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 5 more. Their firm serves 79 clients with $15M 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% |
Rates apply to investment management only clients. Clients receiving comprehensive financial planning pay a reduced flat rate of 0.50% across all asset levels. 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.
Exams
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