Joshua Hebert is a CFP-designated registered investment advisor at Beacon Financial Advisors LTD, based in Houston, TX, with 5 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 94 clients with $290M 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 annual fee of $5,000 and is negotiable. Non-Discretionary (client directed) accounts: 0.35% on all.
Fee Estimator
Location
1800 St. James Place, Suite 101, Houston, TX, 77056
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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 Advisors LTD
State Registrations1 state
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