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Firm Information
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.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
302 Washington Ave. Sw, Roanoke, VA, 24016-4312
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Beacon Wealth Consultants, INC.
August 2022 - Present · 3 yrs 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.