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.
| 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.