A.D. Beadell Investment Counsel is an independent registered investment advisor based in Mequon, Wisconsin, providing professional investment management services since 1975. The firm serves individuals, high-net-worth individuals, pension and profit sharing plans, trusts, estates, nonprofit organizations, and corporations. A.D. Beadell focuses on generating consistent investment returns with a primary emphasis on conserving principal. The investment approach combines fundamental analysis of company earnings and business prospects with technical market analysis. Portfolios are broadly diversified across domestic and foreign common stocks, preferred shares, convertible securities, corporate and government bonds, tax-exempt municipal securities, certificates of deposit, and select exchange-traded funds and mutual funds. Investment decisions are made on a discretionary basis, tailored to each client's specific financial situation, investment objectives, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Fees may be negotiable under special conditions and circumstances.