Audrey Soza is a registered investment advisor at Beacon Advisors, based in Austin, TX, with 12 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 46 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Advisors Holdings charges a percentage of your assets under management, ranging from 0.15% to 1.5% annually. The specific percentage depends on factors like the investment advisor representative, the type of client, and the complexity of the client's situation. There is a minimum account size of $1,000,000. Accounts under the same household will be aggregated for a discounted fee. When managing a client's account on a wrap fee basis, Beacon Advisors Holdings receives the balance of the total wrap fee after custodial, trading and other management costs have been deducted.
Location
Austin, TX
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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 Advisors
Custos Family Office LLC
Previous Registrations
Wells Fargo Securities, LLCBroker
Wells Fargo Securities, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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