Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
The advisory fee for the Ignite Guided Wealth Program is 1% of the account value, charged quarterly. This fee includes Beacon's services, as well as those provided by Betterment, including advisory services, custody, execution, and account reporting. The minimum portfolio value eligible for Ignite Guided Wealth services is $100. Fees could be discounted or negotiated at Beacon Wealth Consultants’ sole discretion.
Areas of Practice
Advisor Information
Office location
302 Washington Ave. Sw, Roanoke, VA, 24016-4312
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
Richard is the President of Beacon Wealth Consultants Inc., a financial services and insurance company, dedicating most of his time to this role. He also serves as an adjunct professor at Roanoke College, teaching retirement planning, and spends minimal time on this.