Beacon Financial Group provides wealth management services, including financial planning, consulting, and investment portfolio management. Beacon primarily uses mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and independent managers to manage client assets. Beacon works with clients to understand their risk tolerance, time horizon, and financial situation to tailor its services.
Assets Under Management$1.1B
Clients748
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $9.0M | 0.70% |
| $9.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000. If a Client utilizes Independent Managers, the fees charged may be more or less than set out above as each manager determines their own fees. The Firm will receive its standard fee on top of the fee paid to the Independent Manager.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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