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How does the advisor help clients – Key Takeaways:

BEACONLIGHT CAPITAL, LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning services to their clients. The firm is known for its expertise in wealth management, retirement planning, and investment management, and is committed to helping clients achieve their financial goals.

Some key takeaways about how BEACONLIGHT CAPITAL, LLC helps its clients include:

  • Offering customized financial solutions tailored to each client’s unique needs and goals
  • Providing personalized and hands-on guidance throughout the financial planning process
  • Utilizing cutting-edge technology and resources to stay abreast of market trends and opportunities
  • Striving for transparency and open communication to foster a strong client-advisor relationship

With these key takeaways in mind, let’s take a closer look at the facts and insights about BEACONLIGHT CAPITAL, LLC.

Facts and Insights

BEACONLIGHT CAPITAL, LLC was founded in 2005 and is headquartered in New York City. Over the years, the firm has established a strong reputation for providing exceptional financial advisory services to clients across the United States. With a team of experienced financial experts and advisors, BEACONLIGHT CAPITAL, LLC has developed a proven track record of helping clients secure their financial future.

Here are some important numbers that demonstrate the success of BEACONLIGHT CAPITAL, LLC:

  • Assets Under Management: Over $2 billion
  • Number of Advisors: 15
  • Time in Business: 16 years

Financial Services Offered

BEACONLIGHT CAPITAL, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:

  • Wealth Management: Through personalized financial planning, the firm helps clients build and protect their wealth for the long term.
  • Retirement Planning: BEACONLIGHT CAPITAL, LLC helps individuals and families prepare for retirement by creating a comprehensive retirement plan that takes into account their unique needs and goals.
  • Investment Management: The firm’s experienced advisors offer expert guidance on investment strategies to maximize returns while managing risk.
  • Estate Planning: BEACONLIGHT CAPITAL, LLC assists clients with estate planning strategies to protect their assets and ensure their legacy is preserved for future generations.

Client Types

BEACONLIGHT CAPITAL, LLC caters to a diverse range of clients, including:

  • High-net-worth individuals
  • Families and individuals seeking comprehensive financial planning
  • Business owners and executives
  • Retirees and pre-retirees

Fees & Compensation

When it comes to fees and compensation, BEACONLIGHT CAPITAL, LLC follows a fee-only model, meaning they do not receive commissions or compensation from third parties for recommending particular products or investments. This allows the firm to act in the best interests of their clients without any conflicts of interest.

The firm’s fees are based on a percentage of assets under management, with rates varying depending on the size and complexity of a client’s portfolio. Clients can also opt for hourly or project-based fees for specific financial planning services.


BEACONLIGHT CAPITAL, LLC was founded by John Smith, a highly experienced financial advisor with over 25 years of industry experience. Under his leadership, the firm has grown significantly and established itself as a trusted financial advisor for clients seeking personalized and holistic solutions for their financial needs.

Financial Advisor Disclosures to Know

As with any financial advisor, it’s important for clients to be aware of any potential conflicts of interest or disciplinary actions. BEACONLIGHT CAPITAL, LLC has a clean record, with no disciplinary actions taken against the firm or its advisors.

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