Beech Hill Advisors offers continuous asset management based on individual client needs, developing personal investment strategies through discussions of goals, risk tolerance, and liquidity needs. They manage accounts primarily on a discretionary basis, guided by client objectives and tax considerations. Wealth planning services are available at no additional charge, covering personal finances, tax, investments, insurance, retirement, death/disability, and estate planning. They also provide general non-securities advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Reduced fees may be charged on the value of fixed-income securities in the account. ETF portfolios are charged 1% of assets managed, charged quarterly. 401k portfolios are charged 0.40% of assets managed, charged quarterly. New annuity accounts are charged 0.25% of assets managed, charged quarterly. Existing annuity accounts are charged 0.50% of assets managed, charged quarterly.