Tamara Cronin is a registered investment advisor at Beacon Capital, LLC, based in Darien, CT, with 23 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 81 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3M+ | Included |
Fees negotiable for assets more than $3,000,000. Other investment objectives have different schedules.
Fee Estimator
Location
30 Old Kings Highway South, Suite 200, Darien, CT, 06820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tamara serves as a volunteer treasurer and board member for Norwalk Congregate Homes for the Elderly. She spends minimal time per month reviewing the charity's portfolio and preparing reports.
Employment History
Current Registrations
Beacon Capital, LLC
State Registrations1 state
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