Richmond Brothers offers comprehensive portfolio management, which includes investment management and financial planning, to help clients meet their financial goals. They also provide financial planning and consulting services covering areas like investment, retirement, estate, tax, and education planning. Richmond Brothers may recommend investment strategies managed by Beacon Capital Management according to your risk tolerance.
Assets Under Management$240M
Clients667
Advisors4
Avg. per Client$360K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Beacon Capital Management charges separate fees ranging up to 0.40% annually with a $100 minimum annual fee. Total annual advisory fee will not exceed 1.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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