Beaumont Asset Management, LLC

Beaumont Asset Management, L.L.C. is a registered investment adviser based in Beaumont, Texas, providing personalized investment advisory services since 2009. The firm offers Portfolio Management Services with discretionary authority, tailoring investment advice to meet individual client needs and objectives. Clients receive continuous monitoring and portfolio rebalancing based on risk tolerance and investment goals. Additionally, Beaumont Asset Management offers Financial Planning Services, developing written plans to help clients achieve financial goals. The firm charges a fixed fee of $2,000 for financial planning services, with the first half due in advance. Pension Consulting Services are also available, with fees negotiated based on the complexity of the plan. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to open custodian accounts with recommended brokerages for transactions. Beaumont Asset Management exercises investment discretion with client authorization, allowing for the selection and management of securities without prior approval for each transaction. The firm does not vote client securities proxies but may offer advice upon request. Clients' privacy and data security are prioritized, with policies in place to protect personal information. Beaumont Asset Management does not engage in class action lawsuits on behalf of clients.