Beaumont Financial Partners provides investment management, financial planning, and tax preparation services. They gather information about clients' financial situations, goals, and risk tolerance to develop a target asset allocation. Beaumont manages assets according to the agreed-upon allocation and offers additional services like tax preparation for a fee and financial planning at no additional fee. They also implement investment advice on held-away accounts like 401(k)s and 529 plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For diversified accounts, the typical annual management fee is up to 1%. Non-diversified accounts, for example bond ladder only accounts, will normally be charged a reduced rate, typically an annual investment management fee of 0.50% of the of the accounts market value. Fees are negotiable.