Assets Under Management
$62.1M
Number of Clients
126
Number of Advisors
5
Average Client AUM
$493K
AUM per Advisor
$12.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beacon Financial Planning provides personalized financial planning and investment management. Advice covers financial objectives, cash flow, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. They primarily use no-load mutual funds and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee rate may increase or decrease based on portfolio size and complexity, with client's consent.
95 West 100 South, Suite 210, Logan, UT, 84321-5811