Beacon Capital Advisory Group (BCAG) provides ongoing portfolio management tailored to individual client goals and risk tolerance. BCAG also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. BCAG may recommend alternative investments through a third-party platform. BCAG also provides educational seminars and workshops free of charge.
Assets Under Management$220M
Clients184
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. For clients who invest in alternative investments, BCAG may charge a due diligence and monitoring fee ranging from 0.25% to 1.00% per year, which replaces the standard management fee on those assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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