Beacon Financial Group provides investment management, financial planning, and retirement plan services to individuals, high net worth individuals, trusts, and estates. Beacon creates customized investment strategies based on client goals, risk tolerance, and financial situations. Beacon constructs portfolios using ETFs, mutual funds, individual stocks and bonds, and other investments. Beacon acts as a fiduciary, upholding a duty of loyalty and good faith.
Fee Structure
Beacon Financial Group manages investments for a fee based on the value of your portfolio. This fee generally ranges from 0.20% to 1.55% per year, depending on the complexity of your situation, the amount invested, and the overall relationship. For clients with at least $1,000,000 in assets, fixed income can be segregated into a separate account with fees ranging from 0.00% to 0.55%.