Cedric Bean
Cedric Bean is a ChFC-designated registered investment advisor at Cedric Deon Bean Enterprises LLC, based in Phenix City, AL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $7.0M | 0.40% |
| $7.0M - $10.0M | 0.30% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.25% |
Fees negotiable for amounts over $15,000,000
Fee Estimator
Location
Phenix City, AL
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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
Cedric jointly owns Premier Chiropractic Services LLC with his wife, who is a chiropractor. While he has no role in the day-to-day operations, he serves as the point of contact.
Employment History
Current Registrations
Cedric Deon Bean Enterprises LLC
Previous Registrations
Cedric Deon Bean Enterprises LLC
Country Capital Management CompanyBroker
State Registrations1 state
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