Advisor at Beacon Asset Management
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
Beacon Asset Management
Location
Owensboro, KY
Credentials
CFP®, Series 63
Industry experience
14 years
$50,000 - $150,000: 1.50% $150,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Financial planning and pension consulting services at $120 per hour
Account minimum: $50,000 minimum for supervisory services; individuals with net worth of at least $250,000 or annual income greater than $75,000 sought Fee-only: Financial planning fees at $120 per hour or negotiated on limited basis; pension consulting fees may be hourly at $120 per hour, follow asset fee schedule, or be separately contracted
Beacon Asset Management
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Owensboro, KY
Edward Jones
ChFC®, Series 66
Rockport, IN
Edward Jones
Series 66
Owensboro, KY
Edward Jones
Series 65, Series 66
Owensboro, KY
Greenwell Capital Management, LLC
CFP®, Series 65
Owensboro, KY
Rivercities Asset Management, LLC
Series 65
Owensboro, KY
Gibbs Wealth Management, LLC
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