Beekman Financial Planning provides financial planning and investment consultation services covering cash flow, debt management, education funding, retirement planning, risk management, estate planning, and tax planning. They also offer ongoing investment supervisory services, managing client portfolios based on their risk profile and goals. Educational workshops on personal finance and investing are also available.
Assets Under Management$7M
Clients15
Advisors1
Avg. per Client$470K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Beekman Financial Planning charges an annual fee based on the value of your investments for investment supervisory services. The fee is calculated quarterly, in advance. There are different fee schedules depending on the types of investments in your portfolio:
Mutual Funds, Bonds, and Preferred Stocks:
- $25,000 - $250,000: 1.00% per year
- $250,001 - $1,000,000: 0.75% per year
- $1,000,001 and above: 0.50% per year
Common Stocks and Options:
- $50,000 - $250,000: 2.00% per year
- $250,001 - $1,000,000: 1.50% per year
- $1,000,001 and above: 1.00% per year
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