Beacon Wealth Consultants, Inc. is a registered investment advisor that provides comprehensive wealth management services, custom financial planning, and ongoing investment oversight to individuals, families, and businesses. The firm utilizes proprietary screening processes to offer Biblically Responsible Investment portfolios that exclude companies involved in abortion, pornography, human rights violations, and addictive products like alcohol and tobacco. In addition to investment management, Beacon Wealth Consultants offers specialized services including estate administration, wealth transfer consulting, 401(k) advisory services, and legacy coaching. The firm tailors its services through various programs such as mutual fund and equity portfolios, small account programs, and basic retainer services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees may be discounted or negotiated at Beacon Wealth Consultants' sole discretion. Certain insurance and annuity accounts may be subject to flat advisory fees of 0.50% or 1.00%.