Chase Cavanaugh is a registered investment advisor at Beacon Wealth Consultants, INC., based in Phoenix, NY, with 4 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 537 clients with $280M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees may be discounted or negotiated at Beacon Wealth Consultants' sole discretion. Certain insurance and annuity accounts may be subject to flat advisory fees of 0.50% or 1.00%.
Fee Estimator
Location
Phoenix, NY
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Beacon Wealth Consultants, INC.
Previous Registrations
Cadaret Grant & CO INC
Grove Point Investments, LLCBroker
Cuso Financial Services, L.P.Broker
Next Financial Group, INC.Broker
Scf Securities, INC.Broker
Sorrento Pacific Financial, LLCBroker
Western International Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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