Beacon Financial Management provides comprehensive financial planning and ongoing investment management services to help clients achieve their short-term and long-term financial goals. Beacon Financial Management operates as a fee-only registered investment advisor, meaning the firm does not sell financial products or earn commissions, and is legally required to act in your best interest. Services cover cash flow management, tax planning, insurance reviews, estate planning, retirement planning, investments, and education funding. Clients can work with Beacon Financial Management through hourly consultations for specific topics, comprehensive one-time financial planning, or ongoing portfolio management that integrates continuous financial planning. The firm specializes in personalized strategies tailored to individual goals while accommodating any specific restrictions clients wish to place on their investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
There is a minimum annual fee of $5,000 ($1,250 per quarter). Beacon Financial Management reserves the right to waive the minimum fee at its sole discretion.
