Allison Beckmann is a registered investment advisor at Liberated Financial, based in Denver, CO, with 4 years of industry experience. Allison 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, Insurance Planning, and 3 more. Their firm serves 13 clients with $1.4M 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 $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Denver, CO
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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 ActivitiesSells Insurance
Allison teaches at Madecraft and is also a sole proprietor and insurance agent, selling and servicing insurance products. The insurance activity takes a few hours per week.
Employment History
Current Registrations
Liberated Financial
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Nylife Securities 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.