Chad Lackey is a registered investment advisor at Beacon Financial Advisers, INC., based in Conyers, GA, with 15 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 122 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Financial Advisers offers two investment management programs:
Beacon Wealth Management Program:
- Fees are based on a percentage of your household balance:
- 1.00% of household balance under $1,000,000
- 0.75% of household balance between $1,000,000 and $5,000,000
- 0.50% of household balance over $5,000,000
Beacon Asset Management Program:
- Fees are based on a percentage of your household balance:
- 1.00% of household balance under $100,000
- 0.75% of household balance between $100,000 and $500,000
- 0.70% of household balance between $500,000 and $1,000,000
- 0.65% of household balance between $1,000,000 and $2,000,000
- 0.60% of household balance between $2,000,000 and $3,000,000
- 0.55% of household balance between $3,000,000 and $5,000,000
- 0.50% of household balance over $5,000,000
Held Away Assets:
- 0.50% of total held away assets under Beacon’s management
Contact
Chad Lackey
Location
1429 Business Center Drive, Conyers, GA, 30094
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beacon Financial Advisers, INC.
State Registrations2 states
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