Assets Under Management
$677.6M
Number of Clients
1,077
Number of Advisors
13
Average Client AUM
$629K
AUM per Advisor
$52.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beacon Financial Advisory LLC provides portfolio management services tailored to client goals and risk tolerance, retirement plan advisory and consulting, and financial planning. They may utilize third-party investment advisers. Clients can impose investment restrictions. They also sponsor a wrap fee program.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Fees are negotiable for amounts above $2,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122