Beacon Investment Advisors provides investment advice tailored to your financial needs, time horizon, and risk tolerance. Beacon offers discretionary portfolio management services, meaning they can buy and sell securities without your prior approval. Beacon's services include asset allocation, portfolio diversification, and financial, retirement, and investment planning. Each client's financial situation is unique, and Beacon tailors its advisory services accordingly.
Assets Under Management$340M
Clients120
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$340M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee schedule is subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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