Beacon Hill Private Wealth provides investment management and financial planning services to individuals, high-net-worth individuals, families, institutions, and business owners. Beacon Hill works with clients to define investment objectives and constructs portfolios using passively managed funds, ETFs, and individual fixed income securities. Beacon Hill may use third-party sub-advisers and may recommend or coordinate access to FPAS for family budget consulting services and business solutions.
Assets Under Management$54M
Clients29
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable. Individual accounts for immediate family members are aggregated, and the fee is charged based on the total value of all family members’ accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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