Beacon Hill Wealth Management provides investment advice and manages portfolios for clients. They offer discretionary portfolio management, meaning they can make trades without asking you first. They may invest your money in model portfolios with different risk levels. They also sponsor a wrap fee program, which bundles management fees, transaction costs, and custodial fees into a single fee. Beacon Hill primarily advises on listed securities, including ETFs, mutual funds, and fixed income securities.
Assets Under Management$110M
Clients183
Advisors4
Avg. per Client$580K
Avg. per Advisor$26M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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