Beacon Financial Advisory LLC
Assets Under Management
$677.6M
Number of Clients
1,077
Number of Advisors
13
Average Client AUM
$629K
AUM per Advisor
$52.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Beacon Financial Advisory LLC provides portfolio management services based on client goals, retirement plan advisory & consulting, and financial planning. They may utilize third-party investment advisers. Services are tailored to individual client needs and restrictions.
Fee Structure
Beacon Financial Advisory charges asset-based fees for portfolio management (wrap and non-wrap), retirement plan advisory, and fixed or hourly fees for financial planning. Wrap fees are up to 1.80%, non-wrap fees are up to 1.61%. Retirement plan creation fees range from $1,250 to $100,000. Financial planning fees range from $250 to $20,000, or $100-$300 hourly. Fees are negotiable. Clients are responsible for third-party fees in non-wrap accounts. There is no account minimum.
Areas of Practice
Location
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122