Established in 1991, Beal Consulting is an investment advisory firm specializing in personalized asset management and financial education. Beal Consulting is independent and not affiliated with any brokerage house. The firm educates clients about investment alternatives and encourages client participation in the investment allocation and portfolio design process.
Assets Under Management$45M
Clients20
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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