How does the advisor help clients – Key Takeaways:
BEACON PARK CAPITAL, LLC is a financial advisory firm that specializes in providing personalized investment management and financial planning services to their clients. They utilize a team-based approach, leveraging the expertise of their advisors and strategists to develop well-rounded financial plans for their clients. Here are the key takeaways of how the advisor helps clients:
- Offers personalized investment management and financial planning services
- Utilizes a team-based approach for well-rounded financial plans
- Focuses on building long-term relationships with clients
Facts and Insights
BEACON PARK CAPITAL, LLC was founded in 2004 and is headquartered in New York City. They have a team of experienced advisors and strategists who have a combined 75 years of experience in the financial industry. As of the most recent filing with the SEC, they manage approximately $800 million in assets under management. They have a strong track record of building and preserving wealth for their clients through various market cycles.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $800 million | 10 | 15 years |
Financial Services Offered
BEACON PARK CAPITAL, LLC offers a range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
BEACON PARK CAPITAL, LLC primarily serves individual clients, including high-net-worth individuals, retirees, and business owners. They also work with some institutional clients, such as pension plans and charitable organizations.
Fees & Compensation
BEACON PARK CAPITAL, LLC charges a percentage of assets under management as their investment advisory fee. This fee is typically between 1% – 2% annually, depending on the size of the client’s portfolio. They also offer fee-based financial planning services at an hourly rate or a flat fee, depending on the complexity of the plan. They do not receive any commissions or third-party compensation, ensuring that their advice is unbiased and in the best interest of their clients.
Background
The team at BEACON PARK CAPITAL, LLC is led by seasoned professionals who have extensive experience in the financial industry. They prioritize building strong relationships with their clients and providing them with personalized, objective financial advice. Their team-based approach allows for a comprehensive view of a client’s financial situation and goals, resulting in well-rounded financial plans.
Financial Advisor Disclosures to Know
While BEACON PARK CAPITAL, LLC has a clean record and has not faced any disciplinary actions, it’s important for clients to be aware of any potential conflicts of interest. As a registered investment advisory firm, they have a fiduciary duty to act in the best interest of their clients and to disclose any potential conflicts or issues. Clients can review their Form ADV, which is publicly available on the SEC’s website, for more information.