Beach Investment Counsel, Inc
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Overview
Beach Investment Counsel, Inc operates as a financial advisor firm based in Conshohocken, Pennsylvania. It administers $1.0 billion in assets across 129 accounts, making it one of the bigger firms in the country by assets under management (AUM). Beach Investment Counsel, Inc has a small group, including 6 financial advisors. Beach Investment Counsel, Inc does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments such as equities, bonds and options.
Beach Investment Counsel, Inc administers all of its accounts on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without requiring the client's approval. The firm supervises an average of $7.9 million in assets for every account. The typical advisor at Beach Investment Counsel, Inc administers about 22 client accounts, placing it among the more individualized financial advisor firms in the country.
The company's headquarters is at 300 Barr Harbor Drive, Conshohocken, Pennsylvania 19428. Beach Investment Counsel, Inc is legally allowed to provide services to clients throughout 6 states, including California, Florida, New Hampshire, New York, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Beach Investment Counsel, Inc by the Numbers
$1.0 billion
10
129
$7.9 million
Products and Services
Beach Investment Counsel, Inc offers a variety of financial services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm is not engaged in selling products or offering services other than investment advice to its investment advisory accounts.
Core Advisor Services
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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.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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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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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services are based on the financial services provided. However, fees billed by Beach Investment Counsel, Inc can consist of some blend of the following fee types: asset-based or performance-based. Beach Investment Counsel, Inc does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Beach Investment Counsel, Inc provides services to high net worth investors, pooled investment vehicles, charitable organizations and corporations. Out of its 129 accounts, Beach Investment Counsel, Inc's largest client group is high net worth investors, but it also serves 118 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 91.47%
- Other Individuals - 0%
- Corporations - 5.43%
- Charitable Organizations - 3.1%
* 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
Beach Investment Counsel, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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