Chase Cavanaugh

Beacon Wealth Consultants, INC.

3 Years of Experience

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Firm Information

Beacon Wealth Consultants, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

15 advisors

Number of Clients

1,097 clients

Average Client Portfolio

$216K average

Assets Under Management

$236.9M

Fee Structure

Minimum Investment:$100

Financial Planning:Included in AUM fee

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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.

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

100 Madison Street, Suite 1300, Syracuse, NY, 13202

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Regulatory History

Clean regulatory record

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.