Jerry Mcmillan
Jerry Mcmillan is a registered investment advisor at Beacon Wealth Consultants, INC., based in Roanoke, VA, with 26 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 537 clients with $280M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees may be discounted or negotiated at Beacon Wealth Consultants' sole discretion. Certain insurance and annuity accounts may be subject to flat advisory fees of 0.50% or 1.00%.
Fee Estimator
Location
302 Washington Ave. Sw, Roanoke, VA, 24016-4312
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 →Other Business ActivitiesSells Insurance
Jerry is an independent contractor selling life insurance, long-term care insurance, and fixed annuities since May 2017. He dedicates minimal time to this business.
Employment History
Current Registrations
Beacon Wealth Consultants, INC.
Previous Registrations
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Nationwide Securities, INC.Broker
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
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