CEDRIC DEON BEAN ENTERPRISES LLC

Overview

Cedric Deon Bean Enterprises LLC is an owner-operated limited liability company that combines insurance brokerage and legal services with adviser activities focused on individual and small-business clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Its operating model appears to lean on insurance-product distribution alongside traditional advisory services — a profile consistent with an adviser that packages planning and legal/insurance solutions rather than running a large discretionary asset-management platform. The firm is not flagged as an active ESG investor and is classified as unclassified in the available data. Fee arrangements are flexible: the firm lists percentage-of-AUM, hourly, subscription, fixed, commission and performance-based structures, which suggests it can serve both fee-based planning engagements and commissionable insurance or product sales. There is no indication it acts as a capital allocator for third-party alternative fund managers.

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Location & Offices