Boonseon Gudmundsen
Boonseon Gudmundsen is a CFP-designated registered investment advisor at Beacon Financial Management LLC, based in Carlsbad, CA, with 14 years of industry experience. Boonseon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7 clients with $3.5M 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 - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum fee of $5,000 per year. Beacon Financial Management reserves the right to waive the minimum fee at its sole discretion.
Fee Estimator
Contact
Boonseon Gudmundsen
Location
Carlsbad, CA
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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 Management LLC
State Registrations1 state
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Exams
Additional Information
No two clients' circumstances are the same. The best part of my job is that by helping them with their finances, I help my clients live their dream. It may be working with the poor, sending kids to college, traveling or having a comfortable retirement.