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How does BEACON HILL PRIVATE WEALTH LLC help clients – Key Takeaways:
BEACON HILL PRIVATE WEALTH LLC is a highly reputable financial advisory firm known for its expertise and commitment to its clients. With years of experience and a team of knowledgeable advisors, the firm aims to provide clients with comprehensive financial planning and investment management services to help them achieve their financial goals.
Facts and Insights
BEACON HILL PRIVATE WEALTH LLC is a registered investment advisor based in Boston, Massachusetts. It was founded in 2010 by a team of financial experts and has since grown to become a leading firm in the industry. The firm currently has a team of 15 advisors with a combined experience of over 100 years.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 11 years |
Financial Services Offered
BEACON HILL PRIVATE WEALTH LLC offers a wide range of financial services to its clients, including:
- Financial planning and goal setting
- Investment management and portfolio construction
- Tax and estate planning
- Retirement planning
- Insurance analysis and risk management
Client Types
The firm primarily works with high-net-worth individuals and families, as well as small businesses. It also serves as an advisor to corporations, pension and profit sharing plans, trusts, and charitable organizations.
Fees & Compensation
BEACON HILL PRIVATE WEALTH LLC charges a fee based on a percentage of assets under management, which is typically between 0.75% to 1.25%. The firm may also earn commissions for certain investment products, but strives to operate on a fee-only basis whenever possible.
Background
The advisors at BEACON HILL PRIVATE WEALTH LLC have backgrounds in various areas of finance, including accounting, tax law, and investment management. This diverse expertise allows the firm to take a holistic approach to financial planning and provide clients with a well-rounded and personalized strategy.
Financial Advisor Disclosures to Know
As a registered investment advisor, BEACON HILL PRIVATE WEALTH LLC holds itself to a fiduciary standard, meaning it must always act in the best interest of its clients. The firm has no disciplinary actions or legal disputes on record, ensuring clients can trust in the integrity and professionalism of their advisors.