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We are part of a global financial network, each practice within the Alexander Beard Group is governed by its own country’s regulators
  • ​Rebalancing periodically allows for sale of asset classes that have appreciated above the target (i.e. sell high) and purchase of investments that have fallen below the target (i.e. buy low). 
  • Keep expenses low.

Fees for Financial Planning

Financial Planning fees will be charged in one of the three ways listed below, upon mutual agreement with the client:

  • Fixed fee: Fixed fees typically range from $800 to $2500 depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client. We require a retainer upon the signing of the advisory agreement of 50% of the negotiated fee. The balance is due upon completion of the advisory service; and/or
  • Hourly basis: Our hourly fees are $250 per hour. An estimate for total hours will be determined at the start of the advisory relationship. 50% of the estimated fee may be due upon signing the advisory agreement. The balance (based on actual hours) is due upon presentation of the plan to the client.

Fees for Investment Management


Our annual fee for Individual Portfolio Management services will be charged as a percentage of assets under management, according to the following schedule:

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

Assets under management Annual Fee (%)*

Our fees are invoiced in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter. Fees will be debited from the account in accordance with the client authorization in the Client Services Agreement.

  • Thoughtful index style investing lowers risk and takes advantages of long-term gains in the stock market.
  • Diversification across asset classes is essential, as the performance of individual asset classes varies in different economic environments.​

Our investment strategy follows rules:

Investment Management

The result is:

  • We use low cost mutual funds and exchange-traded Funds (ETF’s) that are tax-efficient.
  • We are an approved Dimensional Fund Advisors investment management firm.  We use their low-cost index funds in many asset classes.
  • When available and appropriate we use individual bond ladders that are cost-efficient, hedge against interest rate changes, and provide a steady income stream for those clients where income and safety of principal is important.
  • Each client has an investment plan tailored to individual goals and risk tolerance.
  • We believe in taking only the risk necessary to achieve your investment goals.

Alexander Beard (USA) L.L.C. currently manage in excess of $38,200,000 in assets (AUM).