Beacon Financial Advisory provides investment advice and financial planning to individuals, high-net-worth individuals, and retirement plans. Beacon FA offers portfolio management tailored to each client's goals and risk tolerance. They also provide retirement plan consulting and financial planning covering investments, insurance, taxes, retirement, college, and debt. Beacon FA may use third-party investment advisors for certain clients.
Assets Under Management$680M
Clients1,077
Advisors13
Avg. per Client$630K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Beacon Financial Advisory offers two investment management options:
- Wrap Fee Portfolio Management: Fees are a percentage of your portfolio, up to 1.80% annually. The exact fee is negotiable for portfolios over $2,000,001.
- Non-Wrap Portfolio Management: Fees are a percentage of your portfolio, up to 1.61% annually. The exact fee is negotiable for portfolios over $2,000,001.
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