Raymond Beaird
Raymond Beaird is a registered investment advisor at Stonepath Wealth Management, based in Cadiz, KY, with 5 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 606 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonepath Wealth Management's investment management fee is based on the value of your investments and is paid monthly in advance. The fee ranges up to 1.65% annually, depending on the complexity of your situation and the amount you invest. If you use Stonepath Wealth Management's model portfolios, the investment management fee ranges up to 1.90% annually. Fees may be negotiable.
Location
Cadiz, KY
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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
Raymond works as a deputy for the Christian County Sheriff Office, dedicating about a quarter of his time. He is also an independent insurance agent with SPWM Insurance Agency LLC, spending about 10-20% of his time in this role.
Employment History
Current Registrations
Stonepath Wealth Management
Previous Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
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.