Beacon Light Planning, LLC
Assets Under Management
$28K
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Beacon Light Planning provides investment advisory services, financial planning, tax advice, estate planning, insurance planning, and related consulting services. They develop investment plans based on client goals and risk tolerance, allocating assets among various securities and ETFs. They also offer management through Morningstar Managed Portfolios. Stand-alone financial planning services are available on a fixed fee or hourly basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1M+ | 1.00% |
Fees are negotiable, up to 1.25%.
Fee Estimator
Investment advisory fees are negotiable, up to 1.25% of the portfolio's market value. The firm uses different fee schedules depending on the investment strategy (standard, Morningstar Managed Portfolio Mutual Fund Strategies, or Morningstar Managed Portfolio Stock and/or ETF Strategies). Financial planning, tax advice, and insurance planning are offered on a stand-alone basis, with fees negotiated in advance, either fixed or hourly. Educational workshops range from $25 to $300 per session.
Areas of Practice
Location
MA, United States