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.