BB
BB

Brandon Beckinghausen

Clarence, NY
1 Disclosure

Brandon Beckinghausen is a registered investment advisor at Pmc Wealth, LLC, based in Clarence, NY. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K0.80%
$1.0M - $5.0M0.70%
$5.0M - $10.0M0.60%
$10M+0.50%

These fees are for custom portfolio management. Model portfolio fees range from 0.40% to 0.25%. Fixed income-only portfolio fees range from 0.40% to 0.20%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4624 Goodrich Rd., Clarence, NY, 14031

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History

Regulatory History (1)
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Civil Bond
January 2019
Employment History
Current Registrations
Pmc Wealth, LLC
December 2025 - Present · 5 mos
State Registrations1 state
NY
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.