Beacon Veterinary Wealth is a registered investment advisor that provides continuous investment management and personalized financial planning services. Founded by Ryan Koopmans, a Certified Financial Planner and veterinarian, the firm focuses on serving individuals, high-net-worth families, and retirement plans, with a particular emphasis on veterinary professionals. Beacon Veterinary Wealth builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and Bitcoin, and may utilize independent third-party managers when appropriate. The firm offers comprehensive financial planning covering areas such as retirement income strategies, tax planning, cash flow and debt management, estate planning, employee benefits optimization, and business consulting for owners seeking exit strategies. Beacon Veterinary Wealth operates on a fee-only basis, meaning they are compensated solely through advisory fees paid directly by clients and do not accept commissions or sales charges from investment products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated.