Assets Under Management
$290.3M
Number of Clients
94
Number of Advisors
2
Average Client AUM
$3.1M
AUM per Advisor
$145.1M
Compensation
Fee-Only (AUM)
Beacon Financial Advisors, Ltd. is a fee-only firm providing financial planning and investment management services to individuals, families, and related entities. They focus on a balanced, global investment approach using mutual funds and do not sell commissioned products. The firm emphasizes teamwork and coordination with other client advisors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum annual fee is $5,000 and is negotiable.
1800 St. James Place, Suite 101, Houston, TX, 77056