Alexander Beard (USA) INC.

Assets Under Management

$39.9M

Number of Clients

67

Number of Advisors

2

Average Client AUM

$596K

AUM per Advisor

$20.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Alexander Beard (USA) Inc. offers pension consulting for UK pension account holders, portfolio management services (discretionary and non-discretionary), and general consulting services. They may recommend sub-advisors. They also offer consulting services for US qualified retirement plans.

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Areas of Practice
Retirement PlanningInvestment Management
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Location

14-15 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH65 3EY

2 Advisors at this firm