Beaton Management provides investment and financial management services. The firm works with clients to define financial objectives and develop strategies to reach those objectives. Beaton Management is compensated solely by fees paid directly by clients and does not receive commissions. Assets are held by independent custodians in the client's name.
Assets Under Management$390M
Clients145
AdvisorsN/A
Avg. per Client$2.7M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $200K | 1.00% |
| $200K - $300K | 0.80% |
| $300K - $500K | 0.60% |
| $500K+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.