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Brandon Doering

4 Years of Experience
Franklin, TN

Brandon Doering is a registered investment advisor at Beacon Capital Management, LLC, based in Franklin, TN, with 4 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 3,040 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
3,040 clients
Average Client Portfolio
$352K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management

Beacon Capital Management charges a fee based on a percentage of the assets they manage for you, up to 2.0% annually. This fee is calculated monthly based on the average daily value of your account and is taken out of your account. The fee will be adjusted if you add or remove money during the billing cycle. Fees are negotiable. Beacon may allocate a portion of your portfolio to a third-party manager, but you will not be charged any additional fee for this.

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Location

751 Cool Springs Blvd, Suite 106, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Beacon Capital Management, LLC
March 2022 - Present · 4 yrs 2 mos
State Registrations1 state
TN
Advisor

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
No exam information available for this advisor.
Brandon Doering - Financial Advisor | TrueAdvisor