Ellen Martin is a CFP-designated registered investment advisor at Beacon Wealthcare LLC, based in Raleigh, NC, with 1 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 908 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Wealthcare charges a fee based on the total value of your managed assets. The fees typically range from 0.50% to 1.25% per year. The actual fee depends on the total household assets. Beacon also offers a management-only service called QUEST, which has a lower fee of 0.9% per year but includes a $50 annual minimum. Some agreements contain a minimum fee of $3,500 if planning services exceed the cost of assets being managed. Fees are typically billed quarterly in advance.
Location
1633 Glenwood Ave, Raleigh, NC, 27608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Beacon Wealthcare LLC
State Registrations1 state
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