Beacon Wealth Advisory
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Beacon Wealth Advisory refers clients to third-party money managers (TPMs) and receives referral fees. They act as a liaison between the client and the TPM. Financial planning services are offered to all clients at no additional charge. They also hold educational seminars and workshops.
Fee Structure
Beacon Wealth Advisory refers clients to third-party money managers and receives a portion of the annual fee from the TPM. The client does not pay additional advisory fees. Beacon's portion of the annual fee may be negotiable with written consent from Gradient Investments. They do not require a minimum to open an account, but TPMs may have minimum requirements. Seminars and workshops are offered at no charge.
Areas of Practice
Location
10965 Granada Lane, Suite 104, Overland Park, KS, 66211