Beau Michael Simon

Compound Planning, INC.

8 Years of Experience

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Firm Information

Compound Planning, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

75 advisors

Number of Clients

2,352 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$3.0B

Fee Structure

Fees are determined based on the selected advisory service and are outlined in the client agreement. Clients should consult with their IAR and the applicable Agreement and Fee Schedules for additional information regarding each service.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Advisor Information

Office location

Royal Oak, MI

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Regulatory History (1)

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