Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Fee Estimator
Beacon Financial Strategies charges fees based on a percentage of assets under management, fixed fees, project-related fees, and hourly fees. The hourly fee rate is $400. For investment management, fees are 1.00% on the first $2,000,000 and 0.80% on amounts exceeding $2,000,000, with a minimum quarterly fee of $1,875. For net worth management, fees start at 1% and are tiered on asset levels exceeding $2 million, with a minimum quarterly fee of $2,500. Tax preparation fees are an add-on service for net worth management clients and depend on the complexity of the return.
Areas of Practice
Advisor Information
Office location
7100 Six Forks Road, Suite 135, Raleigh, NC, 27615
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Erin Price CampbellRegulatory 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 →Employment History
Current Registrations
Beacon Financial Strategies CORP.
State Registrations1 state
Exams
Additional Information
Erin is a native of North Carolina. She received her degree in Business Administration at UNC Chapel Hill. Erin is a Certified Public Accountant and a Certified Financial Planner™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning. She is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and previously served on the Financial Literacy Council. In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.