Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BEAM charges fixed or hourly fees for financial planning, ranging from $600 to $15,000 or $100 to $400 per hour, respectively. Investment management fees vary based on portfolio size, generally ranging from less than 1% to no more than 3% annually. Non-discretionary management fees are less than 1% annually, plus an administrative fee of $50 annually. The minimum account size is $75,000, but can be aggregated among family members. A Minimum Platform Service Fee (MPSF) of $50 annually per advisory account may apply.
Areas of Practice
Advisor Information
Office location
925 N. Washington Street, Tullahoma, TN, 37388
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cameron is a partner in Anchor Capital, involved in real estate, rental property, and farming, dedicating a few hours per week. He is also an IAR of BEAM Wealth Advisors, spending nearly full-time offering advisory services, and a CPA/Partner at Ray & Gregory PC, a CPA firm, also spending full-time there. Cameron also has an insurance license and the ability to sell insurance on a case by case basis.