BEEYOND Capital is a fee-only investment advisor that creates investment plans based on clients' financial situations, goals, and risk tolerance. BEEYOND manages client assets on a discretionary basis, meaning they can make trades without asking you first. Clients can request reasonable restrictions on their portfolios, but this may affect performance.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annualized fee. Each client's fees are negotiated on a case-by-case basis and average client fees are typically lower than the maximum fee quoted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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