Beacon Hill Investment Advisory offers investment management services to individuals, trusts, and corporate retirement plans. They tailor their services to your specific investment and planning needs, allowing you to impose restrictions on investments. For clients with portfolios over $400,000, Beacon Hill provides non-comprehensive financial reviews at no additional cost. Comprehensive financial planning is available for a separate fee.
Assets Under Management$81M
Clients100
Advisors4
Avg. per Client$810K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...