Michael Beardi
Michael Beardi is a registered investment advisor at Parsonex Advisory Services, INC., based in Englewood, CO, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 609 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112
Get directionsHistory
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
Michael is an investment advisor representative at Parsonex Advisory Services, dedicating about 10-20% of his time. He is also an insurance agent selling insurance products, spending minimal time on this activity, and the president of Objective Resources Inc, an investment-related company where he trades for himself, spending a few hours per week. Additionally, Michael serves as a Lieutenant Colonel in the Army National Guard, a full-time commitment.
Employment History
Current Registrations
Parsonex Advisory Services, INC.
Parsonex Securities, INC.
Parsonex Securities, INC.Broker
Previous Registrations
Parsonex Advisory Services, INC.
PFS Investments INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations32 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.