Beau
Simon
Compound Planning
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About this Advisor
Beau Simon is a financial advisor based in Royal Oak, Michigan, working with Compound Planning. Beau has previously held positions at Phantom Rivers Wine, Villa Maria Estate, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Lpl Financial, LLC, Gerber Kawasaki Wealth & Investment Management, Personal Capital Advisors, Empower Advisory Group, LLC, and Compound Planning. Beau has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Michigan, and Texas. Currently, Beau is part of Compound Planning, which operates out of Royal Oak, Michigan. The firm has 40 offices and 70 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Compound Planning includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compound Planning Brokerage Details
$1,395,949,263
70
7,391
$188,872
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Beau Simon Work History
Compound Planning
Empower Advisory Group, LLC
Personal Capital Advisors
Lpl Financial, LLC
Gerber Kawasaki Wealth & Investment Management
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Villa Maria Estate
Phantom Rivers Wine
Student
Disclosures
Please visit the SEC profile of Beau Simon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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