Johnathan Peabody is a registered investment advisor at Beeyond Capital, LLC, based in Rome, GA, with 6 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annualized fee is 2% of assets under management. Fees are individually negotiated and average client fees are typically lower than the maximum. Fixed fees ranging from $500 to $5,000 are also available.
Fee Estimator
Location
Rome, GA
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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 Activities
Johnathan serves in the United States Army Reserves, training and certifying military units as an observer controller/trainer since 2005. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Beeyond Capital, LLC
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, 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.
Exams
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