Beadell a D Investment Counsel INC
Assets Under Management
$217.3M
Number of Clients
93
Number of Advisors
2
Avg. Portfolio per Client
$2.3M
Avg. Managed per Advisor
$108.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
A.D. Beadell Investment Counsel provides investment management services to individuals, 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 while prioritizing capital preservation. They invest in various securities, including domestic and foreign stocks, bonds, and ETFs, and may use option contracts. Investment decisions are made by a team, with final approval from Anthony Beadell. Clients must inform A.D. Beadell of any changes to their financial situation or investment restrictions.
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.
Fee Estimator
Areas of Practice
Location
10224 N Port Washington Road, Mequon, WI, 53092