Advisor at Beaulieu & Associates, 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
Beaulieu & Associates, LLC
Location
Somers, CT 06071
Credentials
Series 65
Industry experience
5 years
Gabriella Ahern is a financial advisor at Beaulieu & Associates, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Beaulieu & Associates since 2021, following prior roles including positions at Beaulieu Financial Services and Market Grille. Beaulieu & Associates provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm manages approximately $35.5 million across about 55 client relationships, using a combination of fundamental, technical, and cyclical investment strategies alongside comprehensive financial planning services.
Based on Beaulieu & Associates, LLC
Flat annual fee of $36,000 for The Personal CEO Experience program
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.70% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.40% annually
$345 per hour (used for pro rata refund calculation)
Account minimum: $400,000 Minimum fee: $12,000 per year Fee-only: Financial planning and consulting fixed fees ranging from $2,500 to $4,500
48 South Road, Unit 15
Somers, CT 06071
Connecticut · Florida
Beaulieu & Associates, LLC
2021 - Present (5 years)
Beaulieu Financial Services, LLC
2018 - Present (8 years)
Market Grille
2017 - 2018 (1 year)
Longhorn
2016 - 2017 (1 year)
Beaulieu Financial Services, LLC
2016 - 2018 (2 years)
College Works Painting
2015 - 2016 (1 year)
Full-Time Student
2010 - 2018 (8 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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