Beacon Global Advisor Network, LLC
Assets Under Management
$396.9M
Number of Clients
914
Number of Advisors
43
Average Client AUM
$434K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Beacon Global Advisor Network (BGAN) is an investment advisory firm offering customized advisory services. BGAN consists of independent contractors who are Advisory Representatives. They market financial services including accounting and insurance services not offered by BGAN. BGAN offers asset management, financial planning, retirement consulting, analysis of third-party managed programs, and pension advice for UK nationals/expatriates.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 2.75% |
| $5M+ | 1.00% |
All fees are negotiable based upon AUM tier level at our sole discretion.
Fee Estimator
Fees are negotiable and can vary between Advisory Representatives. For asset management, fees are based on a percentage of assets managed, with a maximum of 2.75% on the first $5,000,000 and 1.00% on amounts over $5,000,000. Clients also pay custodian transaction charges. Financial planning fees are either fixed (up to $5,000) or hourly ($300/hour). UK pension transfer services have initial fees (up to 3.0% of assets transferred) and ongoing annual fees (up to 1.50%). Additional fees may apply for discretionary fund managers, investment platforms, and trustees.
Areas of Practice
Location
One Glenlake Parkway, Suite 650, Atlanta, GA, 30328