Beers Kight Financial Advisors provides investment advice to individuals, businesses, retirement plans, trusts, estates, and charities. They offer portfolio management, pension consulting, and financial planning. For portfolio management, they create investment plans based on your goals and risk tolerance. For financial planning, they offer comprehensive plans or advice on specific topics like taxes and estate planning.
Assets Under Management$180M
Clients100
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$300K
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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