We are part of a global financial network, each practice within the Alexander Beard Group is governed by its own country’s regulators

Contact Us Today: 650-260-7440

Alexander Beard (USA), LLC USA Client Fees.

Client agrees pay Advisor the following fees:

Our typical fee schedule applicable as of this Brochure is as follows:

Portfolio Management Fees:

Client Assets
Annual Fee (%) for all assets
On the first $250,000
1.5%
On the next $250,001 – 500,000
1.25%
On the next $500,001 – or more
.75%







All other fees may be negotiated by the client.

Alexander Beard (USA) LLC generally requires a minimum account of $100,000 to open a portfolio.

Alexander Beard (USA), LLC USA Client Fees for UK Investment Clients.

Client agrees pay Advisor the following fees:

Initial/Setup Fees (UK) 

Initial/setup fees will be charged to each client based upon the complexity of their portfolio(s).   

UK pension transfer clients fees(minimum £100,000)  

AMVEST Initial set up fee tiered:

  • The first £100,000 @ 3%
  • The next £100,001 to £250,000 @ 2%
  • Any amount above £250,001 @ 1%


AMVEST Annual Fee:

  • 1% per annum


Sippchoice Trustees Annual Fee:

  • Flat fee £570 per annum


Defined Benefit Transfer service:

  • Flat fee £1,500 


UK pension transfer clients refer to British citizens living in the US who transfer their pensions. 

All other fees may be negotiated by the client.

Alexander Beard (USA) LLC generally requires a minimum account of $100,000 to open a portfolio.


Arrears:

Advisor’s fees for each subsequent month or calendar quarter during the term of this agreement shall be due and payable at the end of each month or following quarter. Fees shall be deducted at the discretion of the client as described in Addendum A. 

If this agreement is terminated as of any day other than the last day of the month or at the last day of a calendar quarter or the effective date is any day other than the first day of a month or calendar quarter, where applicable, Advisor’s fees shall be prorated to reflect the number of days in such calendar quarter that this agreement will be or was in effect.  In the case that this agreement is terminated as of any day other than the last day of the month or calendar quarter, Advisor shall reimburse Client by an amount equal to the difference between (a) the fees previously paid to Advisor for such month or calendar quarter and (b) the fees Advisor is entitled to retain pursuant to this paragraph.

ASSETS UNDER MANAGEMENT Alexander Beard USA, LLC as of 12/01/2018: $38,200.000