Alexander Beard (USA) Inc. offers investment advice and portfolio management, mainly for UK citizens living in the US who have UK pension plans. They review existing pension assets and recommend potential transfers to new providers. They also offer ongoing investment management services, either making investment decisions for you or requiring your approval before each trade. Additionally, they provide consulting services for US retirement plans and general financial consulting.
Assets Under Management$40M
Clients67
Advisors2
Avg. per Client$600K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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