Assets Under Management
$277.1M
Number of Clients
137
Number of Advisors
4
Average Client AUM
$2.0M
AUM per Advisor
$69.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Beacon Financial Strategies offers net worth management, investment management, tax preparation, and corporate retirement plan consulting. They primarily use no-load mutual funds and ETFs. Services are tailored to each client's needs, with no sales commissions received.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
7100 Six Forks Road, Suite 135, Raleigh, NC, 27615