Beacon Global Advisor Network operates as a registered investment advisor consisting of independent advisory representatives who offer personalized financial services. Beacon Global Advisor Network provides continuous asset management, typically on a discretionary basis, using a combination of individual securities, mutual funds, exchange-traded funds, and third-party managers. In addition to investment portfolios, Beacon Global Advisor Network offers broad-based and modular financial planning, covering areas such as cash flow, retirement, tax strategies, and estate planning. The firm also specializes in cross-border pension consulting and advice for United Kingdom nationals and expatriates residing in the United States who hold overseas pension plans. Clients work directly with independent advisory representatives who operate separate local businesses while utilizing Beacon Global Advisor Network as their compliance and supervisory platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.35% |
| $5M+ | 0.85% |
Fees are negotiable at the discretion of the advisory representative. Alternative investments are charged up to 1% annually.