Katherine Dimascolo is a registered investment advisor at Beacon Financial Planning, INC, based in Hyannis, MA, with 16 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 316 clients with $400M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Accounts below $500,000 are subject to a flat fee of $5,000. Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
540 Main Street, Suite 14, Hyannis, MA, 02601
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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 →Employment History
Current Registrations
Beacon Financial Planning, INC
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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Exams
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