Diavante Brown
Diavante Brown is a registered investment advisor at Beacon Capital Management, INC., based in Montgomery Village, MD, with 5 years of industry experience. Diavante operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13,893 clients with $4.7B 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 $500K | 0.55% |
| $500K - $1000K | 0.35% |
| $1M+ | 0.15% |
Direct account advisory fees are negotiable between Beacon and the custodian, Platform Provider, or Retail Advisor. Custom Portfolio Solutions also adhere to this fee schedule. Average Daily Values of Client accounts under $72,728 will be charged more than 0.55% annually because of the $400.00 minimum annual fee. Fees for model delivery advisory services range from 0.20% to 0.60% per year. Fees for supervisory services are negotiated on a Client-by-Client basis. The overall fee - including any Retail Advisor fee - will be the greater of 1.8% annually or $400 minimum per year.
Fee Estimator
Location
Montgomery Village, MD
Get directionsHistory
Regulatory History (1)
Financial
December 2022Employment History
Current Registrations
Beacon Capital Management, INC.
Sammons Financial Network, LLC
Sammons Financial Network, LLCBroker
Previous Registrations
Investment Distributors, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations8 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.