Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
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
Advisor Information
Office location
250 E. Beaver Avenue, Suite E-762, State College, PA, 16801
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.
Learn about disclosures →Other Business Activities
Cameron is a part-time pastor at Oakwood Presbyterian Church since July 2024. This activity is not investment-related and takes a few hours per week.