Karine Beard
Karine Beard is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Castle Rock, CO, with 44 years of industry experience. Karine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
333 Perry Street Suite 204, Castle Rock, CO, 80104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Karine is an agent of insurance with ASH - Bell & Associates, and an independent agent for Nationwide Life and Annuity Insurance Company, selling life and annuity insurance. She also operates under DBAs Clarus Wealth at Plum Creek and Plum Creek Planning, and is associated with RIA Clarus Wealth Advisors LLC, dedicating full-time hours to these activities.
Employment History
Current Registrations
Private Client Services, LLCBroker
Clarus Wealth Advisors, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Wfg Investments, INC.Broker
Wfg Advisors, LP
Associated Securities CORP.
Associated Securities CORP.Broker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Linsco/private Ledger CORP.Broker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Shearson Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.