Beyond Global Management, LLC

CRD#316510
Investment Advisor Firm

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Learn more about Beyond Global Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Beyond Global Management, LLC operates as an advisory firm that has its headquarters in Irvine, California. The company handles $258.0 million in assets across 11 customer accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small team, including 6 financial advisors. Beyond Global Management, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like bonds, stocks and options.

    Beyond Global Management, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction judgments without needing to seek client consent. The firm administers an average of $23.5 million for every customer account. The average financial advisor at Beyond Global Management, LLC administers around two client accounts, making it one of the most individualized advisor firms in the country.

    The firm's main office is at 15635 Alton Parkway, Suite 117, Irvine, California 92618. The company is legally registered to serve clients in the state of California.

    Assets Under Management

    $258.0 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    15635 Alton Parkway, Suite 117
    Irvine, CA 92618

    Beyond Global Management, LLC by the Numbers

    Total Assets Under Management

    $258.0 million

    National Average: $8.6 billion
    Total Number of Employees

    6

    National Average: 64
    Total Number of Accounts

    11

    National Average: 375,227
    Average Account Size

    $23.5 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees largely are based on the financial services provided. However, fee types charged by the firm likely include the following fee structures: asset-based, fixed or performance-based. Beyond Global Management, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The firm provides services to pooled investment vehicles. Out of its 11 accounts, Beyond Global Management, LLC's largest client by number of accounts is pooled investment vehicles. None of the company's accounts are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Beyond Global Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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