Beacon Capital Distributors Advisors offers investment management and financial planning services tailored to individual client goals, risk tolerances, and time horizons. The firm builds customized investment portfolios using fundamental analysis and modern portfolio theory, and also provides access to third-party managers and automated platforms. Financial planning services cover investment planning, insurance, taxes, retirement, education, and credit management. Beacon Capital Distributors Advisors works with individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm operates under a legal obligation to act in the best interest of its clients when providing advice on retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable.