Beacon Ridge Advisors is a registered investment advisor located in Frisco, Texas, founded and operated by Pranay G. Laharia. Beacon Ridge Advisors offers personalized wealth management services combining discretionary investment management with comprehensive financial planning. The firm builds customized investment portfolios primarily using exchange-traded funds, along with individual stocks, options, and independent managers when appropriate, focusing on long-term growth while aligning with each client's specific risk tolerance. Financial planning covers areas such as asset allocation, business planning, cash flow, education, estate planning, retirement income, and risk analysis. Standalone financial planning is also available on an hourly basis. Beacon Ridge Advisors acts as a legally required fiduciary, putting clients' best interests first, and does not impose a minimum relationship size.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the firm.