Jaron Beach is a CFP-designated registered investment advisor at Pointer Financial Advisors LLC, based in Columbia, MD, with 5 years of industry experience. Jaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 148 clients with $140M 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 | 1.25% |
The management fee varies among clients and can be up to 1.25% of assets under management per year, depending upon, among other things, the size of a client’s portfolio. The Firm may charge clients an equivalent or lower rate for assets advised by the Firm that are held away from the primary custodian. Pointer Financial Advisors can, in its sole discretion, negotiate to charge lesser fees based upon certain criteria.
Fee Estimator
Location
10500 Little Patuxent Parkway, Suite 460, Columbia, MD, 21044
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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 →Employment History
Current Registrations
Pointer Financial Advisors LLC
Previous Registrations
Canter Wealth
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Northwestern Mutual Investment Services, LLCBroker
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.