Jay Beerley is a registered investment advisor at Provision Asset, LLC, based in Oak Point, TX, with 10 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 453 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Provision Asset offers several investment management options, each with a different annual fee based on the 'Dynamic', 'Premier', 'Plus', 'Model', or 'Select' program. The fees are:
- Provision Dynamic: 1.90% per year
- Provision Premier: 1.65% per year
- Provision Plus: 1.55% per year
- Provision Model: 1.35% per year
- Provision Select: 1.00% per year
Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly, and there is a minimum quarterly fee of $25.
Location
Oak Point, 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 ActivitiesSells Insurance
Jay is a sole proprietor in Savannah, TX, working as an independent insurance agent since January 2016, selling insurance products and services. This activity takes about half of Jay's time.
Employment History
Current Registrations
Provision Asset, LLC
State Registrations1 state
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