Connor Abernathy is a registered investment advisor at Beacon Financial Advisors, based in Rye Brook, NY, with 1 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 51 clients with $200M 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 $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Schedule shown is for new clients after January 1, 2019. Existing clients (signed agreement before January 1, 2019) have a different fee schedule. All advisory fees and household minimums are subject to negotiation.
Fee Estimator
Location
800 Westchester Avenue, Suite 641 North, Rye Brook, NY, 10573-1360
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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 Financial Advisors
Previous Registrations
J.P. Morgan Securities LLC
State Registrations1 state
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