Sean Smith is a registered investment advisor at Beechwood Value Capital, LLC, based in Salt Lake City, UT, with 2 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 1 clients with $4.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beechwood Value Capital does not charge a traditional management fee based on the value of your portfolio. Instead, the firm charges a performance-based fee equal to 20% of the net profits earned on your investment, subject to specific conditions:
- Hurdle Rate — Profits are only subject to the performance fee if your account exceeds a 6% cumulative annual return.
- High Water Mark — Previous losses must be fully recovered before any performance fees can be charged.
- Holding Period — Performance fees accrue annually, but no performance fee is paid until you have been an investor in the partnership for at least one year.
Location
299 S Main, Suite 1300, Salt Lake City, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Beechwood Value Capital, LLC
State Registrations1 state
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