Beacon Trust provides comprehensive financial planning and asset management services to individuals, families, and trusts. The firm helps clients navigate the lifecycle of wealth creation, management, and intergenerational transfer. Beacon Trust offers various investment strategies, including in-house equity and fixed income portfolios, exchange-traded funds, mutual funds, alternative investments, and the use of independent managers. In addition to investment management, Beacon Trust offers holistic financial planning covering family governance, tax minimization, cash flow planning, retirement planning, estate planning, charitable giving, and risk management. Portfolios are actively managed with a focus on risk exposure, transparency, and tax efficiency. Beacon Trust operates primarily through a wrap fee program using Charles Schwab & Co. as a custodian, combining investment management and execution into a single fee structure.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Rates shown are for equity strategies under the wrap program. Other strategies have different schedules: Fixed income is 0.65% up to $3M and 0.55% above; Special needs trusts are 1.50% up to $3M, 1.00% up to $5M, and 0.50% above. Fees are negotiable and subject to householding discounts.