Stephanie C Murray

Beacon Financial Strategies CORP.

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Beacon Financial Strategies CORP.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

137 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$277.1M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.00%
$2M+	0.80%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$7,500

Location

7100 Six Forks Road, Suite 135, Raleigh, NC, 27615

Get directions

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.

Employment History

Current Registrations

Beacon Financial Strategies CORP.

November 2013 - Present · 12 yrs 3 mos

Previous Registrations

First Command Financial Planning, INC.

March 2012 - June 2013 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.