Beaird Harris

Beaird Harris Wealth Management, LLC is a Registered Investment Advisor established in 1996, offering fee-only investment advisory and financial planning services. The firm's President is Pat C. Beaird. Services include continuous account monitoring, investment advice, and financial planning tailored to individual client needs. Investment strategies are based on Modern Portfolio Theory, utilizing a mix of asset classes such as equity securities, corporate debt, and mutual funds. The firm primarily recommends no-load institutional mutual funds and ETFs. Clients have discretion over implementing financial planning recommendations. The firm manages discretionary and non-discretionary accounts, with total assets under management of $1.4 billion as of December 31, 2022. Minimum account size is typically $1,000,000 with an annual fee starting at 1.00%. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Clients have voting rights over their securities and receive quarterly statements from the custodian. Beaird Harris does not exercise proxy voting authority. The firm does not maintain custody of client funds and does not receive commissions or other compensation beyond advisory fees. Clients are encouraged to review their accounts and compare performance reports with custodial statements.