Beacon Asset Management (BAM) provides financial planning and investment management services. Financial planning includes helping clients manage their financial resources to meet life goals, covering areas like cash management, taxes, investments, and estate planning. BAM also offers ongoing portfolio management tailored to individual client goals and risk tolerance. BAM also offers pension consulting services to individuals, corporations and charitable organizations.
Assets Under Management$36M
Clients134
Advisors1
Avg. per Client$270K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be discounted or waived at the discretion of the adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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