Beacon Capital manages investment portfolios for individuals, retirement and education plans, trusts, estates, and not-for-profit entities. Beacon Capital primarily invests client assets in stocks, bonds, and cash equivalents. Beacon Capital customizes portfolios to meet individual client needs, considering withdrawal schedules, time horizons, investment preferences, and risk tolerance. Beacon Capital does not participate in wrap fee programs.
Assets Under Management$56M
Clients81
Advisors1
Avg. per Client$690K
Avg. per Advisor$56M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3M+ | Included |
Fees negotiable for assets more than $3,000,000. Other investment objectives have different schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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