Beacon Hill Investment Advisory manages investment portfolios and provides personalized financial planning for individuals, families, and retirement plans. Beacon Hill Investment Advisory's services include investment management, risk-tolerance testing, strategic and tactical asset allocation, and family office services. Beacon Hill Investment Advisory tailors portfolios using mutual funds, exchange-traded funds, individual stocks, and individual bonds. Clients with portfolios over $400,000 generally receive non-comprehensive financial reviews complimentary, while comprehensive financial planning is available for a separate fee.
Assets Under Management$92M
Clients108
Advisors4
Avg. per Client$850K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $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. For amounts above $15,000,000, fees are provided by quote.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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