Investment Management Services
offered through Beechwood Wealth Advisors LLC.

Investment Advisors Fees

Investment Advisors fees are equal to a percentage of assets under management as shown below. Please see Form ADV Part II for complete description of services.

Investment Advisors Fee Percentage

1.25% of first $500,000
1.00% of $500,001 -$1,000,000
0.75% of $1,000,001 -$2,000,000
0.50% of next $2,000,001 - $5,000,000
0.35% of $5,000,001 - above

Insurance Services offered through the following:

J. Michael Chin [ Calif. Insurance License #0561500]

State Licensing Disclosure
Broker-dealers and investment advisers may not transact business in states unless appropriately registered, or excluded or exempted from such registration and follow-up, individualized responses to persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with the appropriate registration requirements. Therefore access to this site is intended for and limited to individuals residing in states in which Beechwood Wealth Advisors LLC. and its principals are securities and Investment Advisors licensed or exempt. By proceeding further, you acknowledge that you have read the disclosures above and/or that you are a resident in a state in which we are registered to conduct business.