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Personal Wealth Management
Personal Wealth Management

Beavis Wealth Management is focused on managing investment portfolios and strategically growing the financial wealth of business owners, and high net worth individuals and their families.

Working internally and with a network of experts, we coordinate and oversee the financial affairs of our clients.

Ultimately our goal is to assist with the accumulation and preservation of your family's wealth. 

CHOOSE TO INVEST IN THE MANNER THAT WORKS BEST FOR YOU

At Beavis Wealth Management we manage investment accounts under either a Discretionary or Non-Discretionary model.  There are differences between the two models, and investors are ultimately free to choose which is most suitable to them.

Once available to only a privileged few, complete discretionary trading is now available to our High Net Worth clients.

For clients who prefer a more hands-on approach to the investments.

For increased income or downside protection, a conservative options strategy helps.

FEE-BASED COMPENSATION

Beavis Wealth Management is a fee-based wealth management firm.  Whether you invest via the Advisor Managed Program, our discretionary model, or a traditional investment account in which you play more of a role in the day-to-day management of your investments, we offer a fee-based structure, aligning our interests with yours.

Annual fees, payable monthly, are based on the value of your account.  Fee rates decline as the value of your account grows.

 

For more information about Fee Based, please review the Important Client Information Brochure.