Beacon Financial Strategies offers investment management and financial planning services. The firm manages investment portfolios using mutual funds and ETFs, and also provides tax preparation services to investment management clients. Beacon Financial Strategies acts as a fiduciary, meaning they are legally required to act in your best interest. They offer a free initial meeting to discuss your needs.
Assets Under Management$310M
Clients141
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$77M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Minimum quarterly fee of $1,875 for Investment Management and $2,500 for Net Worth Management. Net Worth Management also includes financial planning.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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