Beacon Financial Planning provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. Beacon creates customized investment strategies using primarily low-cost, diversified mutual funds and ETFs. Financial planning is offered as part of wealth management or as a standalone service, covering areas like retirement, education, and insurance needs. Beacon may use sub-advisors for asset management and refers clients to other professionals like accountants and attorneys.
Assets Under Management$390M
Clients324
Advisors7
Avg. per Client$1.2M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$1M
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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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