Beacon Financial Management offers financial planning and investment management services. Beacon Financial Management works with clients to meet their short-term and long-term financial goals, including cash flow management, tax planning, insurance planning, estate planning, retirement planning, investment, and education funding. Beacon Financial Management is a fee-only firm and does not sell financial products or receive commissions.
Assets Under Management$3.5M
Clients7
Advisors1
Avg. per Client$500K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum fee of $5,000 per year. Beacon Financial Management reserves the right to waive the minimum fee at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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