Beacon Financial Advisors is an independent wealth advisory firm providing customized financial planning and investment management. They specialize in estate planning, retirement planning, asset management, multigenerational financial planning, stock option planning, non-citizen investment issues, and business succession planning. Beacon acts as a fiduciary, prioritizing client interests. New clients typically pay an initial fee for financial planning and an ongoing wrap fee for asset management, which includes transaction costs and plan maintenance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Schedule shown is for new clients after January 1, 2019. Existing clients (signed agreement before January 1, 2019) have a different fee schedule. All advisory fees and household minimums are subject to negotiation.