Beacon Global Advisor Network (BGAN) provides investment advisory services through its network of independent contractor representatives. These representatives offer asset management, financial planning, and retirement consulting. BGAN also provides pension advice for UK nationals and expatriates. The fees charged are negotiable between you and your advisory representative, but cannot exceed the maximums disclosed in the brochure. BGAN acts as a fiduciary, meaning it is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.75% |
| $5M+ | 1.00% |
Fees are negotiable based upon AUM tier level at our sole discretion. Advisor Directed managed accounts do not pay a custodian asset-based fee. Instead, the client pays custodian transaction charges in accordance with the custodian’s transaction fee schedule for each transaction. The maximum platform fee charged will be fifteen (15) basis points per annum.