Jeanette Lynn Beatty

CFP

Earned Wealth Advisors, LLC

15 Years of Experience

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Firm Information

Earned Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

25 advisors

Number of Clients

1,326 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K - $500K	1.10%
$500K - $1.0M	0.95%
$1.0M - $2.0M	0.85%
$2.0M - $5.0M	0.75%
$5.0M - $10.0M	0.70%
$10.0M - $25.0M	0.45%
$25.0M - $50.0M	0.30%
$50M+	0.15%

Minimum annual fee of $2,400. Fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,400

Financial Plan Fee:$2,500 - $15,000

Earned Wealth Advisors charges fixed fees for financial planning, generally ranging from $2,500 to $15,000. For wealth management, clients pay an annual fee based on assets under management (see table for tiers). There is a minimum annual fee of $2,400, assessed quarterly. Retirement plan services have a minimum annual fee of $3,000. OJM Group legacy clients have a separate fee schedule. Fees may be negotiable.

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Areas of Practice

Financial Planning & CoachingTax PlanningRetirement PlanningBusiness OwnersMedical Professionals

Advisor Information

Office location

400 East Pratt Street, 8th Floor, Baltimore, MD, 21202

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Regulatory History

Clean regulatory record

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.