Brett Agnew is a registered investment advisor at Beacon Capital Management, INC., based in Dayton, OH, with 24 years of industry experience. Brett 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.
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 | 0.55% |
| $500K - $1.0M | 0.35% |
| $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
Location
7777 Washington Village Drive, Suite 280, Dayton, OH, 45459
Get directionsHistory
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 →Employment History
Current Registrations
Beacon Capital Management, INC.
Sammons Financial Network, LLCBroker
Previous Registrations
Dewaay Financial Network, LLCBroker
Dfa Securities LLCBroker
Quasar Distributors, LLCBroker
Quasar Distributors, LLCBroker
Thrivent Investment Management INC.Broker
Princor Financial Services CorporationBroker
State Registrations1 state
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
More Advisors
- William Lowe, ChFCBeacon Capital Management, INC.
- Tracy Travis, CFPWaverly Advisors, LLC
- Jeff Groezinger, PFSWaverly Advisors, LLC
- Janet Steinke, CFPWaverly Advisors, LLC
- Brent Dube, CFPEmpower Advisory Group, LLC
- William Marker, CFP, ChFCBorland Marker