Beacon Park Capital provides investment advice to separately managed accounts. They use a Long Term Growth Strategy aiming to outperform the S&P 500, and a Tailored Strategy based on each client's financial situation and preferences. Beacon Park Capital invests in various securities, including stocks, bonds, and ETFs. When advising on retirement accounts, Beacon Park Capital acts as a fiduciary.
Assets Under Management$65M
Clients23
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$1.1M
Investment management only (planning not offered)
Beacon Park Capital manages investments using two strategies:
- Long Term Growth Strategy: Clients can choose between two fee structures: 1. 5% per year of the portfolio's value, plus a performance-based fee of 25% of profits exceeding the S&P 500's annual return, OR 2. 1% per year of the portfolio's value, plus a performance-based fee of 20% of profits exceeding an 8% annual return.
- Tailored Strategy: Fees are negotiated with each client and generally do not exceed 1.5% of the portfolio's value per year. Fees are based on the size and scope of the engagement, level of service, complexity, client needs, and anticipated assets to be managed.
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