BR Capital, operating as Beacon Rock Wealth Advisors, provides financial planning and investment advice. Services include managing investment portfolios, consulting on investments (including referrals to third-party managers), and financial planning on an hourly basis. They manage portfolios using a mix of mutual funds, exchange-traded funds, stocks, and bonds, employing both fundamental and technical analysis. Retirement planning is offered free to asset management clients.
Assets Under Management$8.4M
Clients50
Advisors1
Avg. per Client$170K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Schedule shown is for equities/mutual funds/wrap accounts. Bond fees are lower (First $1M: 1.000%, Second $Million 0.750%, Amounts over $2 Million 0.500%). Fees may be negotiable. Long-short strategies have a 2% management fee and 20% incentive fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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