BEAM Wealth Advisors provides financial planning and investment management services. Financial planning covers areas like business planning, retirement, tax, and estate planning. Investment management involves allocating client assets among various investments, including mutual funds, ETFs, and individual securities. BEAM also offers non-discretionary management services where clients design their portfolios, and BEAM implements them. BEAM may also recommend independent managers to manage a portion of client assets.
Fee Structure
BEAM Wealth Advisors manages investments for an annual fee based on the amount invested. The fees generally range from less than 1% to no more than 3% annually. There is a $50 annual Minimum Platform Service Fee for accounts billed and reported through the Orion platform. This fee may be waived if the aggregate fee for the client family household meets the minimum.