Beacon Advisors Holdings offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans covering areas like retirement, taxes, and estate planning. For investment management, they may use third-party managers or sub-advisers. Beacon Advisors Holdings does not vote proxies on behalf of clients.
Fee Structure
Beacon Advisors Holdings charges a percentage of your assets under management, ranging from 0.15% to 1.5% annually. The specific percentage depends on factors like the investment advisor representative, the type of client, and the complexity of the client's situation. There is a minimum account size of $1,000,000. Accounts under the same household will be aggregated for a discounted fee. When managing a client's account on a wrap fee basis, Beacon Advisors Holdings receives the balance of the total wrap fee after custodial, trading and other management costs have been deducted.