Emma Bean
Advisor at Cyr Financial Inc.
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.
Advisor at Cyr Financial Inc.
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.
Location
Hennepin, IL 61327
Credentials
CFA®
Industry experience
1 year
Emma Bean is a CFA® charterholder with two years at Cyr Financial Inc. and three years of prior experience at American Equity. She has a total of six years in the financial industry. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management along with financial and estate-planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, offering continuous account monitoring and written financial plans.
Based on Cyr Financial Inc.
Fixed fees for financial planning engagements up to $5,000 and estate planning engagements up to $10,000 (examples: Trust Package $3,000; Will Package $1,500; Joint POA $300; Single POA $150)
$0 - $500,000: 1.10% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $2,500,000: 0.90% annually $2,500,000 - $5,000,000: 0.80% annually $5,000,000 - $7,500,000: 0.55% annually $7,500,000+: 0.40% annually
Up to $500 per hour for financial planning and estate planning services
Account minimum: $500,000 Fee-only: Investment management fees based on tiered schedule; Financial planning fees up to $500/hour or fixed fees up to $5,000; Estate planning fees up to $500/hour or fixed fees up to $10,000
220 E High St, Suite 102
Hennepin, IL 61327
Illinois · Texas
Cyr Financial Inc.
2024 - Present (2 years)
American Equity
2021 - 2024 (3 years)
N/a
2006 - 2020 (14 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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