Beaird Harris Wealth Management, Inc. is a large advisory firm based in Dallas. It manages $1.07 billion of regulatory assets for 2,227 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, Florida, and 5 other states.
Beaird Harris Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Beaird Harris Wealth Management, Inc. is $1.07 billion. The firm's AUM has grown by 242% since the beginning of its operation, and $358.25 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Beaird Harris Wealth Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Beaird Harris Wealth Management is high net worth individuals with 285 clients and $844.8 million of assets under management. Among the 9 most similar advisory firms, Beaird Harris Wealth Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.06 billion for 631 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Beaird Harris Wealth Management doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 14 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Beaird Harris Wealth Management, Inc. performs its advisory services is located at 12221 Merit Dr, Dallas, TX 75251, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-503-1040 or by fax 972-503-1120. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bh-wm.com.