Douglas Bean is a CFP-designated registered investment advisor at Private Advisory, based in Draper, UT, with 23 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 601 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisory Group's fees for managing your investments are based on a percentage of the value of your portfolio. The specific rate depends on the advisor managing your account and when you became a client.
They also offer a performance-based fee arrangement for certain clients, where they earn 18.3% of the absolute annual return above a high water mark. To be eligible for this, you must also have at least $1 million managed under their standard fee schedule.
Location
12459 S 300 E, Suite 101, Draper, UT, 84020
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Regulatory History (1)
Customer Dispute
June 2017Employment History
Current Registrations
Private Advisory
Previous Registrations
Private Advisory Group
Snider Retirement Strategies
Kms Financial Services, INC
Pacific West Financial Consultant INC
State Registrations3 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.