Beacon Investment Advisory Services (Beacon Trust) offers financial planning, tax preparation, and investment management services. Beacon Trust manages investment portfolios using in-house strategies, independent managers, mutual funds, and ETFs. Beacon Trust works with clients to determine their risk tolerance and investment needs, and tailors its advisory services accordingly. Beacon Trust also offers a wrap program through Schwab.
Fee Structure
Beacon Trust manages investments for a fee based on the value of your portfolio. The annual fee can be up to 1.25% (less for accounts originated through Tirschwell, Loewy & Friedner Investments, and 1.50% for Special Needs Trusts). The fee is charged monthly, based on the average daily market value of your investments. Trusts in New Jersey may require additional fees. Beacon Trust mutual funds are charged at a flat 1%, and are excluded from the assets under management balance when calculating the client’s asset management fee.