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Kerry Cahill

Beacon Capital Management, INC.
27 Years of Experience
Bryn Mawr, PA
Broker
View SEC Summary
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Kerry Cahill is a registered investment advisor at Beacon Capital Management, INC., based in Bryn Mawr, PA, with 27 years of industry experience. Kerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 10,456 clients with $4.3B in assets under management.

Beacon Capital Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
10,456 clients
Average Client Portfolio
$407K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.55%
$500K - $1.0M0.35%
$1M+0.15%

Fees are negotiable between Beacon and the custodian, platform provider, or retail advisor. Legacy Astor accounts and supervisory services may be subject to different fee arrangements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Bryn Mawr, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kerry owns rental properties in Florida, one since February 2021. Kerry spends minimal time maintaining the rental unit and collecting rent.

Employment History
Current Registrations
Beacon Capital Management, INC.
February 2022 - Present · 4 yrs 8 mos
Sammons Financial Network, LLC
February 2012 - Present · 14 yrs 8 mos
Sammons Financial Network, LLCBroker
February 2012 - Present · 14 yrs 8 mos
Previous Registrations
Spc
December 2012 - November 2021 · 8 yrs 11 mos
Directed Services LLC
December 2009 - December 2010 · 1 yr
Ing Funds Distributor, INC.Broker
June 2000 - September 2000 · 3 mos
Directed Services LLCBroker
February 1998 - December 2010 · 12 yrs 10 mos
State Registrations2 states
IAPA
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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