Beacon Financial Advisors Ltd
Assets Under Management
$290.3M
Number of Clients
94
Number of Advisors
2
Average Client AUM
$3.1M
AUM per Advisor
$145.1M
Compensation
Fee-Only (AUM)
About This Firm
Beacon Financial Advisors, Ltd. is a fee-only firm providing financial planning and investment management services. They focus on teamwork with clients and other professionals to achieve financial goals. Investment advice covers regulated investment companies (mutual funds). They manage assets on both discretionary and non-discretionary bases.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum annual fee of $5,000, negotiable. Non-Discretionary (client directed) accounts are charged 0.35% on all assets.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. The minimum annual fee for investment management is $5,000 and is negotiable. Financial planning fees range from $3,000 to $15,000+ for comprehensive plans and are based on hourly billing rates for focused/hourly plans. Non-Discretionary (client directed) accounts are charged 0.35% on all assets.
Areas of Practice
Location
1800 St. James Place, Suite 101, Houston, TX, 77056