Beaird Harris Wealth Management is a registered investment advisor that offers continuous investment management combined with initial and ongoing financial planning. The firm builds diversified portfolios using modern portfolio theory, primarily utilizing low-cost mutual funds and exchange-traded funds, while also accommodating alternative investments like private credit and digital assets. Beaird Harris Wealth Management tailors its strategies to each client's specific risk tolerance and goals. The firm is affiliated with an accounting firm, Beaird Harris, allowing for coordinated financial and tax strategies, though clients are not required to use both services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Firm charges a minimum annual fee of $10,000, which can be reduced to $5,000 for young professionals at the firm's discretion.