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
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
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
Philip works as an agent/salesperson for Beacon Financial Partners, selling insurance and annuity products, dedicating about 10-20% of his time. He also works nearly full-time as an IAR for Beacon Financial Advisory, LLC, providing financial advisory and consulting services.