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, Ste 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.
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Deborah is the President and co-founder of Jeremy Cares Inc., a non-profit organization, dedicating about 10-20% of her time. She also serves as Chief Compliance Officer and Chief Operating Officer at Beacon Financial Advisory and Chief Operations Officer at Beacon Financial Partners, dedicating nearly full-time hours to the latter.