Beacon Capital Management offers investment management on a discretionary or non-discretionary basis, financial planning, and retirement plan consulting. They tailor their services to meet individual client needs and coordinate with other advisors as necessary. Beacon may recommend third-party money managers to manage a portion of client assets.
Fee Structure
Beacon Capital Management charges a fee based on a percentage of the assets they manage for you, up to 2.0% annually. This fee is calculated monthly based on the average daily value of your account and is taken out of your account. The fee will be adjusted if you add or remove money during the billing cycle. Fees are negotiable. Beacon may allocate a portion of your portfolio to a third-party manager, but you will not be charged any additional fee for this.