Beacon Asset Management is a registered investment advisor based in Owensboro, Kentucky, led by Christina Vittitow O'Bryan. The firm offers comprehensive financial planning, ongoing portfolio management, and retirement plan consulting for individuals, families, businesses, and charitable organizations. Beacon Asset Management builds personalized investment portfolios tailored to each client's specific goals, risk tolerance, and time horizon, utilizing fundamental analysis and a buy-and-hold strategy. In addition to investment and planning services, the principal operates an affiliated tax preparation and bookkeeping business, allowing clients to coordinate their financial planning and tax needs in one place.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are assessed quarterly in arrears. Fees may be discounted or waived at the discretion of the advisor.