Beaumont Asset Management offers personalized portfolio management and financial planning services to individuals, high net worth individuals, retirement plans, trusts, and businesses. Founded in 2009 and based in Beaumont, Texas, the firm builds customized investment strategies based on each client's specific risk tolerance, time horizon, and financial goals. For investment management, Beaumont Asset Management takes discretionary authority to buy and sell securities on your behalf through a qualified custodian like Fidelity Brokerage Services. In addition to managing investments, the firm provides financial planning and consulting services ranging from comprehensive financial plans to single-subject advice. Beaumont Asset Management primarily advises on stocks, bonds, mutual funds, and exchange-traded funds, while also accommodating specific investment restrictions requested by clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees are negotiable. Accounts may be householded to secure lower fee tiers.