Gabrielle Kong is a registered investment advisor at Beam Wealth Advisors, INC., based in Canton, GA, with 6 years of industry experience. Gabrielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,258 clients with $1.6B in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BEAM Wealth Advisors manages investments for an annual fee based on the amount invested. The fees generally range from less than 1% to no more than 3% annually. There is a $50 annual Minimum Platform Service Fee for accounts billed and reported through the Orion platform. This fee may be waived if the aggregate fee for the client family household meets the minimum.
Location
Canton, GA
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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
Beam Wealth Advisors, INC.
Previous Registrations
Focus Partners Wealth, LLC
Gratus Capital, LLC
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
LPL Financial LLCBroker
Carroll Financial Associates INC
Cetera Advisor Networks 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.
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