Beecher Investors, Inc

CRD#162618
Investment Advisor Firm

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Overview

Beecher Investors, Inc is an advisory firm headquartered in Stamford, Connecticut. The firm manages $105.2 million in assets over four accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). It has a small group of four employees, all of whom are financial advisors. Beecher Investors, Inc does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets such as options, bonds and equities.

Beecher Investors, Inc manages all of the firm's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments without needing client permission. The company supervises roughly $26.3 million in assets for every customer account. Under $100,000 of their financial planning investments were in securities, with under $100,000 placed in non-securities. The typical advisor at Beecher Investors, Inc administers around one client account, placing it among the most individualized advisor firms in the country.

Beecher Investors, Inc's headquarters is located at 1266 E. Main Street, Stamford, Connecticut 6902. The company is legally permitted to provide services to customers in the state of Connecticut.

Assets Under Management

$105.2 million

Number of Advisors

4

Disclosures

No

Office Location

1266 E. Main Street
Stamford, CT 06902

Beecher Investors, Inc by the Numbers

Total Assets Under Management

$105.2 million

National Average: $3.7 billion
Total Number of Employees

4

National Average: 29
Total Number of Accounts

4

National Average: 2,073
Average Account Size

$26.3 million

National Average: $1.8 million

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Products and Services

Beecher Investors, Inc offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. However, the firm did not provide financial planning services to any of its clients in the previous financial year. The firm does sell products or offer services apart from investment advice to its customers.

Core Advisor Services

  • Offered by 45% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 62% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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Fee Structure

Fees for financial advice largely are based on which services the firm provides the client. However, fee types billed by Beecher Investors, Inc can include the following fee types: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee. Beecher Investors, Inc has the ability to withdraw the expenses directly from customer funds.

Available

  • Offered by 74% 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 35% of firms

    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.

  • Offered by 40% 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 2% 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 17% of firms that offer this fee type

    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.

  • Find one of the 1% 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 12% 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.

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Types of Clients

Beecher Investors, Inc works with pooled investment vehicles. Out of its four customers, Beecher Investors, Inc's biggest client type is pooled investment vehicles. None of the company's clients are from outside of the U.S.

  • 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

Beecher Investors, Inc does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Beecher Investors, Inc

Rita Bigelow
Stamford, CT
David Pear
Stamford, CT

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This content was compiled from the SEC and FINRA