CE
CFA
CE
CFA

Clint Edgington

17 Years of Experience
Dublin, OH

Clint Edgington is a CFA-designated registered investment advisor at Beacon Hill Investment Advisory, LLC, based in Dublin, OH, with 17 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $92M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
108 clients
Average Client Portfolio
$849K average
Assets Under Management
$91.7M

Fee Structure

Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.25%
$200K - $400K1.25%
$400K - $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.55%
$10.0M - $15.0M0.45%
$15M+0.45%

Fees are negotiable. For amounts above $15,000,000, fees are provided by quote.

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

6000 Venture Drive, Suite B, Dublin, OH, 43017

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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

Clint is a managing member of Edgington Enterprises LLC, an investment-related enterprise focused on investing in residential real estate. He dedicates minimal time to investment decisions for the LLC.

Employment History
Current Registrations
Beacon Hill Investment Advisory, LLC
October 2008 - Present · 18 yrs 1 mo
Previous Registrations
Beacon Hill Investment Advisory, LLC
October 2008 - December 2020 · 12 yrs 2 mos
State Registrations1 state
OH
Advisor

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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