Beacon Coast Partners offers comprehensive wealth management services to individuals, high-net-worth individuals, families, trusts, estates, and businesses. Beacon Coast Partners acts as a legally required fiduciary, providing customized investment management and financial planning. The firm builds diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, alongside individual stocks and bonds when appropriate. Beacon Coast Partners follows a long-term investment strategy using fundamental and technical analysis, while allowing clients to place reasonable restrictions on their portfolios. In addition to investment management, Beacon Coast Partners provides financial planning covering areas such as retirement planning, personal savings, and education funding. The firm operates as a registered investment advisor headquartered in San Francisco, California.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range up to 1.50% annually, based on the scope and complexity of services, asset level, and overall relationship. Fees are negotiable at the firm's discretion.