Brian Mcgann is a registered investment advisor at Beacon Trust, based in Morristown, NJ, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,889 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Trust manages investments for a fee based on the value of your portfolio. The annual fee can be up to 1.25% (less for accounts originated through Tirschwell, Loewy & Friedner Investments, and 1.50% for Special Needs Trusts). The fee is charged monthly, based on the average daily market value of your investments. Trusts in New Jersey may require additional fees. Beacon Trust mutual funds are charged at a flat 1%, and are excluded from the assets under management balance when calculating the client’s asset management fee.
Location
163 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Beacon Trust
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.