Chase Cavanaugh is a registered investment advisor at Beacon Wealth Consultants, INC., based in Phoenix, NY, with 3 years of industry experience. Chase 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, Investment Management, and 1 more. Their firm serves 535 clients with $280M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Accounts held with Nationwide/Jefferson National will pay the standard Nationwide/Jefferson National fee, as disclosed in the application paperwork from Nationwide/Jefferson National plus a 1% management fee to Beacon Wealth Consultants. Accounts held with Lincoln Financial, Allianz Life Insurance Company of North America and Security Benefit Life Insurance Company will pay the respective company’s standard fee, as disclosed in the company’s application paperwork plus 0.5% advisory fee to Beacon Wealth Consultants. Fees could be discounted or negotiated at Beacon Wealth Consultants’ sole discretion. Certain existing clients could be billed under fee schedules that are not described in this Brochure.
Fee Estimator
Location
Phoenix, NY
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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 Wealth Consultants, INC.
Previous Registrations
Cadaret Grant & CO INC
Grove Point Investments, LLCBroker
Cuso Financial Services, L.P.Broker
Next Financial Group, INC.Broker
Scf Securities, INC.Broker
Sorrento Pacific Financial, LLCBroker
Western International Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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