Beechnut Capital Management offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement and builds diversified portfolios using mutual funds, fixed income securities, real estate investment trusts, equities, exchange-traded funds, commodities, and non-United States securities. Beechnut Capital Management evaluates client investments regularly and operates with the authority to make trades without asking first when managing accounts. The firm serves individuals and high-net-worth individuals, led by founder Daniel William Simmonds from its office in New York City.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable and memorialized in the client's advisory agreement.