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MH
CFA · CFP
MH
CFA · CFP
Marcel John Hebert
Beacon Financial Advisors LTD
25 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Education Planning
Insurance Planning
Beacon Financial Advisors LTD
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
94 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$290.3M
Fee Structure
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $1.0M
1.00%
$1.0M - $2.0M
0.75%
$2M+
0.50%
Minimum annual fee is $5,000 and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
Minimum Annual Fee:
$5,000
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Location
1800 St. James Place, Suite 101, Houston, TX, 77056
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Regulatory
December 1995
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Beacon Financial Advisors LTD
December 2002 - Present · 23 yrs 2 mos
Previous Registrations
Fsc Securities Corporation
Broker
September 1985 - May 1987 · 1 yr 8 mos
Wealth Management Securities Corporation
Broker
February 1985 - July 1985 · 5 mos
Fsc Securities Corporation
Broker
June 1984 - January 1985 · 7 mos
State Registrations
1 state
TX
Advisor
Exams
No exam information available for this advisor.