Beacon Wealth Advisory connects clients with third-party money managers to handle investment portfolios. Beacon Wealth Advisory acts as an intermediary, helping clients complete paperwork, reviewing quarterly account statements, and communicating any changes or concerns to the money manager. In addition to these referral services, Beacon Wealth Advisory offers financial planning to clients at no additional charge. Beacon Wealth Advisory also hosts educational seminars and workshops on various financial products and investments. The firm is led by Jenna Cairns, who also operates an independent insurance business.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees vary by the specific portfolio strategy chosen through the third-party money manager, ranging from 1.00% to 1.75% annually. A $15 quarterly service fee also applies.