Assets Under Management
$3.4B
Number of Clients
1,751
Number of Advisors
13
Average Client AUM
$1.9M
AUM per Advisor
$259.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beaumont Financial Advisors delivers wealth management and family office services to affluent individuals, families, small businesses, and select institutions. Services include investment management, tax preparation (for an additional fee), and financial planning (typically at no additional fee). Beaumont is part of the Focus Financial Partners partnership.
250 1st Avenue, Suite 101, Needham, MA, 02494