Advisor at Cedric Deon Bean Enterprises LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cedric Deon Bean Enterprises LLC
Location
Phenix City, AL
Credentials
ChFC®, Series 63
Industry experience
10 years
Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.
Based on Cedric Deon Bean Enterprises LLC
Based on Cedric Deon Bean Enterprises LLC
Based on Cedric Deon Bean Enterprises LLC
One-Time Discovery Fee: $1,000 (reduced to $500 for retirement plan participants)
$0 - $750,000: 1.00% $750,000 - $1,500,000: 0.85% $1,500,001 - $3,000,000: 0.70% $3,000,000 - $5,000,000: 0.55% $5,000,001 - $7,000,000: 0.40% $7,000,001 - $10,000,000: 0.30% $10,000,001 - $15,000,000: 0.25% Over $15,000,000+: Negotiable
Commissions earned from fixed annuity, term life, fixed insurance, disability, and long-term care insurance products
Minimum hourly rate of $300, billed in 15-minute increments
Minimum fee: One-Time Discovery Fee: $1,000 (reduced to $500 for retirement plan participants); Annual Planning Fees: $1,200 to $25,000; Project-Specific Fees: $1,000 to $10,000; Hourly Fees: minimum $300/hour in 15-minute increments Fee-only: Annual planning fees, project-specific fees, hourly fees, assets under advisement fees
Phenix City, AL
Georgia
Country Capital Management Company
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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