Tomas Geoghegan is a CFP-designated registered investment advisor at Beacon Hill Private Wealth LLC, based in Summit, NJ, with 14 years of industry experience. Tomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 29 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable. Individual accounts for immediate family members are aggregated, and the fee is charged based on the total value of all family members’ accounts.
Fee Estimator
Contact
Tomas Geoghegan
Location
350 Springfield Avenue, Suite #200, Summit, NJ, 07901
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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 Hill Private Wealth LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
Additional Information
Tom Geoghegan is the founder and Private Wealth Advisor at Beacon Hill Private Wealth. With extensive experience in wealth management and financial planning, he helps high-net-worth individuals and families simplify financial complexity and make informed financial decisions. His expertise includes strategic wealth planning, tax-efficient investing, and retirement income strategies tailored to sophisticated financial needs.