Bey-Douglas, LLC | Financial Advisor in Marietta ,GA

1640 Powers Ferry Road
Bldg. 22, Suite 200
Marietta, GA 30067

About

Established in 1990, Bey-Douglas is a locally owned and operated Investment Advisory firm located in Marietta GA. Our team members, George Beylouni, Martin Lysaght, Adam Hill, and Ned Moore have over 100 years of financial industry experience. George founded the firm and has served 22 years as the firm?s senior portfolio manager. Martin has 10 years of senior portfolio management responsibility and 17 years of real ?Wall Street? experience. Our firm?s mission is to provide the highest level of investment management services in all market environments. We are an investment boutique focused on investments first and foremost. We utilize three distinct strategies based on your risk tolerance or income needs.

? Disciplined Investment System (DIS) is a portfolio of 20-35 individual stocks carefully screened through a three level selection process with the primary goals of Preservation of Capital and Growth. The "DIS" is benchmarked to the S&P500 and DJIA with a historical track record back to 1998.

? Strategic Allocation Method is a diversified portfolio utilizing a mix of risk assets, fixed income, and money market. The mix of assets is tactically rebalanced across asset classes based on macro-economic factors.

? High Income Portfolio is a diversified portfolio of income producing or dividend paying securities. The portfolio utilizes closed-end funds, preferred stocks, high-yield individual stocks and fixed income securities.

Financial planning services are provided upon request.

Since we take a team approach to all of our client relationships, our description and answers are reflective of our team as a whole.

100 Years of Experience



General Information
Firm Start Year:   1990
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab Institutional, TD Ameritrade, Fidelity, John Hancock
States Licensed in:   GA, SC, TX, NC, NY, CT, FL, AL, TN, MS
Number of Years with Current Firm:   23
Work Experience:   Our team has over 100 years of investment experience, including 17 years of real Wall Street experience, 45 years of direct portfolio management responsibility, 4 years of Certified Financial Planning experience and 12 years of Chartered Financial Analyst experience.
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services
Investment Types:   Mutual Funds , Bonds , Stocks , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email , Via phone , At my office , At your home , At your office


Qualifications & Memberships
Firm Information
Firm's Number of Clients:   100
Firm's Number of Planning Clients:   5
Firm's Number of Managed Clients:   100
Assets Managed by Firm:   $60,000,000


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $150,000
Compensation Methods:   Based on Assets , Flat Fee , Hourly
Fee % Based on Assets:   0.75%-1.5%
Hourly Rate:   $250
Flat Fee Rate:   N/A
Minimum Fee Charged for Managed Accounts:   N/A
Minimum Fee Charged for Hourly Planning Accounts:   N/A
Minimum Fee Charged for Flat Fee Accounts:   N/A



FAQs

  • Do you have a customer satisfaction or refund policy? Bey-Douglas will refund promptly any pre-paid or unearned fees, whether the client makes a request or not.
  • What are your qualifications? What is your education background? George Beylouni - Founder and Senior Portfolio Manager for 22 years, BBA University of Oklahoma. Martin Lysaght - Senior Portfolio Manager for 10 years, 17 years Wall Street experience, BCHE Georgia Institute of Technology. Adam Hill - CFP Practitioner, BA in Economics Emory University. Ned Moore-CFA Charter holder, BA University of the South, MBA Emory University.
  • What is your approach to financial planning? Segmented and per client by request
  • What services do you offer? Portfolio Management, Accumulation Planning, Retirement Planning, and Estate Planning.
  • How many clients do you currently manage? Bey-Douglas currently provides portfolio management services to approximately 100 clients, of which approximately 5 clients also receive some type of financial planning service.
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Bey Douglas

Bey Douglas

CERTIFIED FINANCIAL PLANNER™ Certificant, CFA

Communities Served

All

Office Hours

Mon. 9:00 AM - 4:30 PM
Tue. 9:00 AM - 4:30 PM
Wed. 9:00 AM - 4:30 PM
Thu. 9:00 AM - 4:30 PM
Fri. 9:00 AM - 4:00 PM