Assets Under Management
$28K
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Beacon Light Planning provides investment advisory services, financial planning, tax advice, estate planning, and insurance planning. Investment advice is tailored to individual client needs and may include discretionary or non-discretionary management. They also offer Morningstar Managed Portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1M+ | 1.00% |
Fees are negotiable and may vary based on client circumstances.
MA, United States