Beacon Capital offers investment management services where they manage your investments for you. They also provide services to retirement plans, acting as an advisor to help plan sponsors with their investment decisions. Beacon Capital may recommend third-party money managers, receiving a portion of their fees as a referral fee. The firm's president is affiliated with entities that sell insurance products.
Assets Under Management$240M
Clients648
Advisors5
Avg. per Client$370K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.45% |
| $5.0M - $10.0M | 1.30% |
| $10M+ | 1.15% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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