Kevin Ryan is a registered investment advisor at Beacon Trust, based in Morristown, NJ, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,939 clients with $4.4B 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 | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Rates shown are for equity strategies under the wrap program. Other strategies have different schedules: Fixed income is 0.65% up to $3M and 0.55% above; Special needs trusts are 1.50% up to $3M, 1.00% up to $5M, and 0.50% above. Fees are negotiable and subject to householding discounts.
Fee Estimator
Location
163 Madison Avenue, Morristown, NJ, 07960
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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 Trust
State Registrations1 state
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Exams
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