Beach Investment Management LLC

CRD#140011
Investment Advisor Firm

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Overview

Beach Investment Management LLC is a financial advisor firm headquartered in Conshohocken, Pennsylvania. It has $75.8 million in total assets throughout two accounts. The company has a small group of 12 employees, four of whom are financial advisors. Beach Investment Management LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, equities and options.

Beach Investment Management LLC manages all of the company's accounts in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without needing the client's authorization. The advisory firm supervises about $37.9 million in assets for every client account. The average financial advisor at Beach Investment Management LLC manages fewer than one client account, placing it among the most personalized firms in the country.

The firm's headquarters is at 300 Barr Harbor Drive, Conshohocken, Pennsylvania 19428. It is allowed to serve investors in the state of Pennsylvania.

Assets Under Management

$75.8 million

Number of Advisors

4

Fee Structure

Asset-based, Performance-based

Disclosures

No

Office Location

300 Barr Harbor Drive
Conshohocken, PA 19428

Beach Investment Management LLC by the Numbers

Total Assets Under Management

$75.8 million

National Average: $3.3 billion
Total Number of Employees

12

National Average: 4,943
Total Number of Accounts

2

National Average: 2,522
Average Account Size

$37.9 million

National Average: $1.3 million

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Fee Structure

Financial management fees typically are based on which services the firm provides the client. However, fee types charged by the firm likely are comprised of any combination of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

Available

  • Offered by 75% 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 17% 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.

Unavailable

  • Find one of the 37% 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 3% 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 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 40% of firms that offer this fee type

    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.

  • 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

The firm caters to pooled investment vehicles. Out of its two customers, Beach Investment Management LLC's largest client is pooled investment vehicles. None of the company's clients are represented by 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

Beach Investment Management LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA