Beacon Wealthcare provides investment advisory services to individuals, families, and institutions. Beacon's services include understanding a client's financial circumstances, prioritizing financial goals, analyzing investment portfolio allocation alternatives, recommending a goal package with an appropriate asset allocation, implementing an action plan, and providing ongoing monitoring and reporting. Beacon focuses on minimizing expenses, taxes, and underperformance by primarily utilizing tax-efficient, broadly diversified indexed exchange-traded funds.
Fee Structure
Beacon Wealthcare charges a fee based on the total value of your managed assets. The fees typically range from 0.50% to 1.25% per year. The actual fee depends on the total household assets. Beacon also offers a management-only service called QUEST, which has a lower fee of 0.9% per year but includes a $50 annual minimum. Some agreements contain a minimum fee of $3,500 if planning services exceed the cost of assets being managed. Fees are typically billed quarterly in advance.