Gabriella Ahern is a registered investment advisor at Beaulieu & Associates, LLC, based in Somers, CT, with 5 years of industry experience. Gabriella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 55 clients with $36M 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.40% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. There is also a service called the Personal CEO Experience, which charges a flat annual fee of $36,000.
Fee Estimator
Location
48 South Road, Unit 15, Somers, CT, 06071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beaulieu & Associates, LLC
State Registrations2 states
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