Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Beall Financial Planning offers financial planning services at an hourly rate of $175, which is negotiable. They also offer Life Planning & Wealth Advisory and TAMP services, both of which charge an annual fee based on the value of your assets. The annual AUM fee is 1.00% on the first $1,500,000, 0.75% on the next $500,000, and 0.50% on assets above $2,000,000. Fees may be deducted from client accounts or paid directly by check. Clients also pay brokerage commissions and other custodial fees.
Areas of Practice
Advisor Information
Office location
596 Byars Dr., Macon, GA, 31210
Get directionsRegulatory History
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