Accessible, Accountable, Responsive.
Each member of our team plays an important role in ensuring our clients are well looked after and that our company operates efficiently.
Combining professional investment oversight and exceptional customer service ensures we remain focused on the work we do for our clients, while remaining accessible for the special touches that are critical in a long term relationship.
Beavis Wealth Management is a fee-based wealth management firm. Whether you invest via the Advisor Managed Program, our discretionary model, or a traditional investment account in which you play more of a role in the day-to-day management of your investments, we offer a fee-based structure, aligning our interests with yours. Annual fees, payable monthly, are based on the value of your account. Fee rates decline as the value of your account grows. For more information about Fee Based, please review the Important Client Information Brochure.