Beacon Harbor Wealth Advisors manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, which include evaluating a client's current and future financial state to predict future cash flows and asset values. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$610M
Clients572
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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