Beacon Financial Advisors LTD
Assets Under Management
$290.3M
Number of Clients
94
Number of Advisors
2
Avg. Portfolio per Client
$3.1M
Avg. Managed per Advisor
$145.1M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Beacon Financial Advisors provides financial planning and investment management services to individuals, families, and related entities. Beacon is a fee-only firm, meaning it doesn't sell commissioned products or accept referral fees. Beacon's investment advice focuses on regulated investment companies, primarily mutual funds. Beacon manages investments on a discretionary and non-discretionary basis.
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum annual fee of $5,000 and is negotiable. Non-Discretionary (client directed) accounts: 0.35% on all.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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Location
1800 St. James Place, Suite 101, Houston, TX, 77056