Beaumont Asset Management

Wealth Management Firm in Jefferson County, TX

Firm Info
Address: 2911 Toccoa Rd Suite B, Beaumont, TX 77703, USA
Phone: (409) 899-9569

Firm Size
Assets Under Management: $310.5 million
# of Advisors: 2
# of Clients: 418
Client to Advisor Ratio: 209:1
Average Account Size: $742,725
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

* required fields

Beaumont Asset Management, LLC Overview

: Beaumont Asset Management, LLC is a registered investment advisory firm that offers investment advice only. Since its establishment in 2016, the firm has been providing top-notch portfolio management services to both individuals and small businesses, as well as businesses or institutional clients. The headquarters of Beaumont Asset Management, LLC is located in Beaumont, Texas, representing the local area with a trusted reputation. With a fee-only arrangement, clients can trust that the financial advice provided by the firm is unbiased, and in their best interest. The firm's team of seasoned investment professionals is committed to helping clients achieve their financial objectives. They work with clients to develop a customized investment portfolio tailored to their unique needs. In addition to portfolio management services, Beaumont Asset Management, LLC also offers pension consulting services, providing added value to those planning for retirement. Overall, the firm is dedicated to helping clients achieve their financial goals through sound investment strategies and exemplary client service.

, hourly or project-based fees, and retainer fees. BEAUMONT ASSET MANAGEMENT, LLC is well-suited to accommodate a variety of clients looking to manage their finances and investments. Their services cater to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and various other types of corporations. This flexibility is possible due to the firm's expertise in customized portfolio management and financial planning. BEAUMONT ASSET MANAGEMENT, LLC recognizes that different clients require different levels of attention and service, which is why they offer several fee structures. Depending on the scope of the service provided, clients can choose from options such as percentage of assets under management (AUM) fees, hourly or project-based fees, and retainer fees. The percentage of AUM fee model is popular among clients who want their portfolio managed professionally. Hourly or project-based fees are ideal for clients who only need occasional financial advice, while retainer fees work for those who require ongoing support for their financial management. Overall, BEAUMONT ASSET MANAGEMENT, LLC has a fee structure for every type of client and their specific needs.

Typical Clients, Fee Structures & Investment Minimum

According to BEAUMONT ASSET MANAGEMENT, LLC's Part 2 Brochure, the firm does not mention an investment minimum. It is possible that they do not have an investment minimum or that they are not disclosing it in their brochure. It is recommended to contact the firm directly to inquire about their investment minimum requirements.

How This Office Can Help Jefferson County, TX Residents

Sweeney & Michel, LLC provides essential services to clients living in Butte County, CA, offering guidance and assistance in navigating complex financial situations. Located in the heart of Butte County, Sweeney & Michel understands the unique financial challenges faced by many in the area. Whether it is a business owner struggling with debt or an individual facing mounting medical bills, Sweeney & Michel has the knowledge and experience necessary to guide clients towards financial stability. Butte County residents may face a variety of financial challenges, including job loss, medical debt, and credit card debt. The cost of living in Northern California can be high, and unexpected expenses can easily lead to financial turmoil. Sweeney & Michel's team of experienced attorneys and financial experts work closely with clients to create customized solutions to meet their specific financial needs. From debt consolidation and credit counseling to bankruptcy filings, Sweeney & Michel provides the tools and resources necessary to help Butte County residents regain control of their finances and move towards a brighter financial future.

To view the Minimum Investment and Fee Schedule for Beaumont Asset Management, LLC, visit their Part 2 Brochure.

Services Offered by Beaumont Asset Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Beaumont Asset Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2911 Toccoa Rd Suite B, Beaumont, TX 77703, USA
Phone (409) 899-9569
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Beaumont Asset Management, LLC is registered to service clients in the following states:

  • Louisiana
  • Texas

Disciplinary History

Beaumont Asset Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.