divThe world of finance can be a complex and overwhelming place for most individuals. Managing finances and investments can be daunting, which is why many people turn to financial advisors for guidance and expertise. One such financial advisory firm that has been assisting clients for years is BEACON ASSET MANAGEMENT.
How does the advisor help clients – Key Takeaways:
BEACON ASSET MANAGEMENT prides itself on providing comprehensive financial planning and investment management services to its clients. Their team of financial experts works closely with each client to create a personalized financial plan and manage their investments effectively. They also offer ongoing support and guidance to help clients navigate through potential financial challenges and reach their long-term financial goals. Some key takeaways of how BEACON ASSET MANAGEMENT helps their clients include:
- Creating personalized financial plans
- Managing investments effectively
- Offering ongoing support and guidance
Facts and Insights
BEACON ASSET MANAGEMENT has been in business for over 10 years, offering their clients expert financial advice and services. Over the years, they have gained valuable insights and experience in the finance industry, making them a trusted and reliable source for financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 15 | Over 10 years |
Financial Services Offered
BEACON ASSET MANAGEMENT offers a wide range of financial services to their clients, tailored to their specific needs and goals. Some of the services they provide include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
BEACON ASSET MANAGEMENT works with a diverse range of clients, including individuals, families, and small businesses. Regardless of their clients’ financial backgrounds or goals, they strive to provide sound and reliable financial advice to help them achieve their long-term objectives.
Fees & Compensation
BEACON ASSET MANAGEMENT operates on a fee-only basis, meaning they do not earn any commissions from recommending specific investments. This ensures that their clients’ best interests are always the top priority, and eliminates any potential conflicts of interest.
Their fees are based on a percentage of the assets they manage, typically ranging from 0.50% to 1.5%. This fee structure aligns their interests with their clients, as their fees increase as their clients’ assets grow.
Background
BEACON ASSET MANAGEMENT was founded in 2009 by a team of experienced financial professionals with a mission to provide top-notch financial services to their clients. They have since become a trusted and reputable firm in the finance industry, with a track record of success and satisfied clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential disclosures related to their services. Some key disclosures to know about BEACON ASSET MANAGEMENT include:
- They do not have any legal or disciplinary events in the past 10 years
- They have a fiduciary duty to act in their clients’ best interests
- They may earn fees based on the sale of specific products or investments