Beaumont Financial Partners manages investment portfolios and delivers comprehensive wealth management, tax preparation, and financial planning for affluent individuals, families, small businesses, and select institutions. The firm builds customized portfolios using a broad mix of individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, guided by its approach to balancing safety, income, and growth. Beaumont Financial Partners also assists clients with tax preparation and financial planning, often providing basic planning at no extra cost to investment management clients. While the firm primarily operates on a discretionary basis—meaning advisors make investment trades without asking first—clients can impose reasonable restrictions on their accounts. Beaumont Financial Partners is a subsidiary of Focus Financial Partners and collaborates with various third-party specialists to offer credit solutions, cash management, and insurance services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Typical annual fee is up to 1% for diversified accounts and 0.50% for non-diversified accounts like bond ladders. Fees are negotiable.