Assets Under Management
$236.9M
Number of Clients
1,097
Number of Advisors
15
Average Client AUM
$216K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beacon Wealth Consultants provides investment advisory services through the Ignite Guided Wealth Program, utilizing the Betterment for Advisors platform. They offer faith-based investment solutions and basic financial planning to clients with limited investable assets. Betterment serves as a sub-advisor, providing software, advice, and digital services.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
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.
302 Washington Ave. Sw, Roanoke, VA, 24016-4312