Beacon Financial Planning offers financial planning and investment management services. Financial planning includes portfolio customization, investment strategies, retirement planning, tax optimization, and estate planning. Investment management is offered on a non-discretionary basis using a tactical allocation strategy. Clients can choose comprehensive financial planning on a fixed-fee basis, limited scope engagements on an hourly-fee basis, or comprehensive financial planning with investment management services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable at the sole discretion of Beacon Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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