Beacon Investment Advisers focuses on selecting investments that keep pace with the economy and cost of living. Beacon typically invests in equities traded on listed exchanges and domestic bonds. Clients can specify restrictions on investments. Beacon may prepare federal and state income tax returns for clients upon request.
Assets Under Management$15M
Clients34
Advisors1
Avg. per Client$430K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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