Lynndsy Beckmann is a registered investment advisor at Mcmill CPA and Advisors, based in Norfolk, NE, with 7 years of industry experience. Lynndsy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,118 clients with $730M 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
Fee Estimator
Location
125 South 4th Street, Norfolk, NE, 68701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Lynndsy is a CPA/Partner at McMill CPA & Advisors, an accounting firm, since 2015, dedicating full-time hours to preparing tax returns and financial statements, managing employees, and making business decisions. Lynndsy also serves as a Board Member for St. Joseph's Parish Council, a non-profit, dedicating minimal time to decision-making for church fundraising, growth, and maintenance.
Employment History
Current Registrations
Mcmill CPA and Advisors
State Registrations1 state
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