Alexander Beard (USA) provides investment management, pension consulting for United Kingdom citizens living in the United States, and general financial consulting. Founded in 2004 and based in Delaware with roots in the United Kingdom, Alexander Beard (USA) tailors its portfolio management services to meet individual client needs and investment objectives, offering both discretionary and non-discretionary authority. The firm helps clients navigate complex cross-border financial situations, particularly regarding the transfer and management of United Kingdom pension assets, such as Self-Invested Personal Pensions. In addition to portfolio management, Alexander Beard (USA) offers general consulting covering cash flow analysis, retirement planning, and investment planning. The firm utilizes fundamental, technical, cyclical, and charting analysis, and may recommend sub-advisors or third-party managers when appropriate. Alexander Beard (USA) primarily serves individuals, high-net-worth clients, and pension plan participants.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of up to 1.00% of assets under management. Fees are negotiable based on factors such as account size, relationships, and scope of services.