Beacon Light Wealth Management (BLWM) offers wealth management services to individuals, families, and small businesses. BLWM creates investment plans based on client goals, time horizon, and risk tolerance. BLWM also offers financial planning services, which may include general and education planning, insurance planning, investment planning, tax planning, retirement planning, and estate planning. BLWM may offer financial planning services for a flat fee to clients who do not use their investment management services. BLWM also offers retirement plan consulting for plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
Fees may be negotiable. Minimum annual advisory fee of $1,000 per household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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