Beacon Capital Distributors Advisors (BCD) provides investment management services based on individual client goals and risk tolerance. BCD offers asset allocation services and financial planning, including investment, insurance, tax, retirement, educational, and credit/debit planning. BCD also selects third-party money managers for clients. BCD portfolios are managed on a discretionary basis.
Assets Under Management$52M
Clients448
Advisors4
Avg. per Client$120K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$25K
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. BCD also recommends Betterment, which charges its own wrap fee ranging from 0.12% to 0.20% of account balances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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