Beacon Capital Management, Inc. is an investment advisory firm headquartered in Dayton, Ohio, operating as a wholly owned subsidiary of Sammons Financial Group. Beacon primarily provides investment management services to retail investors through third-party platform providers and independent financial professionals, often acting as a sub-advisor or model manager. The firm specializes in tactical investment strategies, utilizing proprietary quantitative models, technical analysis, and macroeconomic indicators to manage exchange-traded funds and mutual funds across various market environments. Beacon offers multiple services including discretionary and non-discretionary model delivery, direct separately managed accounts, custom portfolio solutions, and legacy supervisory services. Beacon aims to minimize severe market volatility by dynamically adjusting portfolio allocations between equities and defensive holdings based on predefined rules and market signals. The firm manages assets on a discretionary basis for most accounts, relying on retail advisors or platform providers to maintain the primary client relationship and ensure suitability.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.55% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.15% |
Fees are negotiable between Beacon and the custodian, platform provider, or retail advisor. Legacy Astor accounts and supervisory services may be subject to different fee arrangements.