Rhett Beal
Rhett Beal is a registered investment advisor at Mw Investment Strategy, based in El Dorado Hills, CA, with 11 years of industry experience. Rhett 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, High Net Worth, and 4 more. Their firm serves 28 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are calculated as a percentage of assets under management up to a maximum fee of 1.50%. Fees are negotiable based on scope and complexity.
Fee Estimator
Location
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA, 95762
Get directionsHistory
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 ActivitiesSells Insurance
Rhett is the Vice President and a licensed agent at Citadel Family Insurance Solutions LLC, offering various insurance products. He devotes minimal time to this activity during trading hours.
Employment History
Current Registrations
Mw Investment Strategy
Van Hulzen Financial Advisors
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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