Assets Under Management
$4.4B
Number of Clients
2,889
Number of Advisors
31
Average Client AUM
$1.5M
AUM per Advisor
$140.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beacon Investment Advisory Services (Beacon Trust) guides clients through wealth creation, management, and intergenerational transfer. They offer Core, Income and Appreciation, FIRM Strategic portfolios, ETF strategies, fixed income strategies, and open architecture using separate account managers in a wrap fee program.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiated for amounts over $15,000,001. The fee for the negotiated tier is based on the previous tier's fee percentage.
163 Madison Avenue, Morristown, NJ, 07960