Beyond Financial Services offers investment advice and financial planning services to individuals, families, high net worth individuals, trusts, estates, special needs trustees, conservatorships, and non-profit organizations. They review clients' objectives, cash flow needs, risk tolerance, and special needs to make investment recommendations. All investments are made on a non-discretionary basis, meaning the client must approve each transaction.
Assets Under Management$180M
Clients115
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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