Beacon Wealth Consultants, INC.
Assets Under Management
$236.9M
Number of Clients
1,097
Number of Advisors
15
Average Client AUM
$216K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Beacon Wealth Consultants offers the Ignite Guided Wealth Program, providing faith-based investment solutions and basic financial planning via the Betterment for Advisors platform. Betterment serves as a sub-advisor, offering software, advice, and digital services. Beacon retains discretionary authority over client portfolios. The firm tailors advisory services to individual client needs and allows for restrictions on certain securities.
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
Location
302 Washington Ave. Sw, Roanoke, VA, 24016-4312