Beaulieu & Associates offers investment management and financial planning services. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning needs. Beaulieu & Associates also sells annuities and insurance products for commissions.
Assets Under Management$36M
Clients55
Advisors2
Avg. per Client$650K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.40% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. There is also a service called the Personal CEO Experience, which charges a flat annual fee of $36,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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