JH
CFP
JH
CFP

Joshua John Hebert

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
94 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$290.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Minimum annual fee is $5,000 and is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

1800 St. James Place, Suite 101, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Beacon Financial Advisors LTD
August 2020 - Present · 5 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.