A.D. Beadell Investment Counsel provides investment management services to individuals, including high-net-worth individuals, pension and profit sharing plans, trusts, estates, nonprofit organizations, corporations, and other business entities. The firm aims for consistent investment results, emphasizing principal conservation. They analyze historical earnings and company prospects, seeking undervalued stocks. Fixed income portfolios typically have short-term maturities. A.D. Beadell works with clients to define investment objectives and manages risk through diversification, potentially using domestic and foreign stocks, bonds, ETFs, and options.
Assets Under Management$250M
Clients96
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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