Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Financial Advisory charges asset-based fees for portfolio management (wrap and non-wrap), retirement plan advisory, and fixed or hourly fees for financial planning. Wrap fees are up to 1.80%, non-wrap fees are up to 1.61%. Retirement plan creation fees range from $1,250 to $100,000. Financial planning fees range from $250 to $20,000, or $100-$300 hourly. Fees are negotiable. Clients are responsible for third-party fees in non-wrap accounts. There is no account minimum.
Areas of Practice
Advisor Information
Office location
2214 Enterprise Parkway East, Twinsburg, OH, 44087
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an attorney, involved in fundraising for the American Cancer Society, and owner of Buckeye Deferred Comp, LLC. He also owns FNA Wealth Management, selling insurance products, and is an Investment Adviser Representative of Beacon Financial Advisory, LLC, spending nearly full-time on these activities.