TrueAdvisor
TrueAdvisor
EL
CFP
EL
CFP

Eric Charles Lind

Beacon Global Advisor Network, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Beacon Global Advisor Network, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
914 clients
Average Client Portfolio
$434K average
Assets Under Management
$396.9M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M2.75%
$5M+1.00%

All fees are negotiable based upon AUM tier level at our sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

World Trade Centre 1, Rte de l'Aéroport 10, Geneva, 1215

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Beacon Global Advisor Network, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2005 - August 2010 · 4 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.