Beacon Wealth Consultants provides investment advice and wealth management services, including financial planning and investment oversight. They offer a proprietary financial planning process called True Wealth Solution. They also offer retirement plan services to plan sponsors. Beacon Wealth Consultants uses Biblically Responsible Investing (BRI) portfolios designed to reflect faith and family values.
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.