Beacon Hill Private Wealth is a registered investment advisor located in Summit, New Jersey, owned and operated by Tomas A. Geoghegan. The firm provides integrated investment management and financial planning services to individuals, high-net-worth individuals, families, institutions, and business owners. Beacon Hill utilizes an evidence-based investment philosophy rooted in Modern Portfolio Theory, focusing on globally diversified portfolios primarily built with passively managed mutual funds, exchange-traded funds, and customized fixed-income portfolios. Where appropriate, the firm may allocate a portion of qualified portfolios to alternative investments such as private equity, private credit, and interval funds. In addition to portfolio management, Beacon Hill offers comprehensive wealth management encompassing retirement planning, tax coordination, estate planning, charitable giving, and risk management counsel. The firm manages portfolios primarily on a discretionary basis and partners with third-party providers like Focus Partners Advisor Solutions for back-office and sub-advisory support.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Firm generally imposes a $10,000 minimum annual fee. Fees and account minimums may be negotiable based on family relations, firm affiliations, or individual circumstances.
