Beyond Wealth Management Group, LLC

Beyond Wealth Management Group, LLC is a Limited Liability Company established in February 2017, with Christopher Charles Drouin as the principal owner. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Investment decisions are made in accordance with fiduciary duties, ensuring fair and equitable allocation of opportunities among clients. BWM conducts due diligence on third-party investment advisers and offers pension consulting services, 529 account management, and financial planning. The firm's investment strategies include long-term and short-term trading, utilizing methods such as charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. BWM charges asset-based fees ranging from 0.25% to 1.00% based on total assets under management. Clients have the option to direct brokerage and receive quarterly reports on their accounts. BWM does not accept performance-based fees, and there is no account minimum for its services. The firm acts as a fiduciary and does not engage in trading that operates to the client's disadvantage. Clients are responsible for third-party fees, and BWM does not have soft dollar arrangements with broker-dealers. The firm's Code of Ethics ensures ethical conduct and places clients' interests first.