BS
BS

Beau Michael Simon

8 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
2,352 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$25K
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Location

Royal Oak, MI

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History

Regulatory History (1)
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Civil
March 2024
Pending
Employment History
Current Registrations
Compound Planning, INC.
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Empower Advisory Group, LLC
April 2023 - January 2024 · 9 mos
Personal Capital Advisors Corporation
January 2018 - April 2023 · 5 yrs 3 mos
Gerber Kawasaki Wealth & Investment Management
January 2017 - January 2018 · 1 yr
LPL Financial LLCBroker
January 2017 - August 2017 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
September 2016 - November 2016 · 2 mos
State Registrations4 states
COMINYTX
Advisor
Exams
No exam information available for this advisor.