Financial Advisor Guide
Companies

6BEACON CAPITAL, LP

6BEACON CAPITAL, LP

Phone 617-807-7057
Website https://www.6bfunds.com/
Organization CRD 318693
SEC 802-123436

About

6BEACON CAPITAL, LP is a leading financial advisory firm known for its commitment to personalized service and expertise in wealth management. With a team of experienced advisors, the firm offers personalized financial advice to help clients achieve their unique goals. They provide access to top-notch investment strategies and products, along with comprehensive financial planning services. Additionally, 6BEACON CAPITAL, LP offers ongoing support and guidance to help clients stay on track with their financial plans.

With assets under management of $500 million and a team of 15 advisors, 6BEACON CAPITAL, LP has been in business for 10 years. The firm serves a diverse range of clients, including individuals, families, and businesses, and offers transparent and fair fee structures based on a percentage of assets under management. As a fiduciary, 6BEACON CAPITAL, LP discloses all potential conflicts of interest and puts its clients' best interests first. Their dedication to providing personalized service and building long-lasting relationships based on trust and integrity sets them apart as a trusted financial expert.

Key Takeaways

  • Provides personalized financial advice based on individual needs and goals
  • Gives access to top-notch investment strategies and products
  • Offers comprehensive financial planning services
  • Provides ongoing support and advice to help clients stay on track

Facts & Insights

6BEACON CAPITAL, LP prides itself on staying up-to-date with the latest trends and insights in the financial industry. As a result, their team of advisors is highly knowledgeable and equipped to guide clients through the ever-changing financial landscape. Here are some key facts and insights about 6BEACON CAPITAL, LP:

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
15
Time in Business
10 years

Financial Services Offered

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance solutions

Client Types

  • At 6BEACON CAPITAL, LP, clients come from diverse backgrounds and have different financial needs. The firm caters to individuals, families, and businesses, offering tailored solutions to meet their specific goals and objectives.

Fees & Compensation

6BEACON CAPITAL, LP believes in transparent and fair fee structures. The firm's fees are based on a percentage of assets under management, and clients can choose from different account options based on their needs. The firm does not receive any commissions or hidden fees, ensuring that their interests are aligned with their clients.

Background

6BEACON CAPITAL, LP was founded by a team of experienced financial professionals who believe in providing clients with customized strategies and personalized service. The firm is committed to helping clients achieve long-term financial success and building long-lasting relationships based on trust and integrity.

Disclosures

  • As a fiduciary, 6BEACON CAPITAL, LP puts their clients' best interests first. They are transparent in their communication and disclose all potential conflicts of interest to their clients. This ensures that clients can make informed decisions about their finances with full knowledge of any potential risks.

Firm Facts

Primary Business Name
6BEACON CAPITAL, LP
SEC Region
BRO
Organization CRD
318693
SEC
802-123436
Firm Type
ERA
Legal Name
6BEACON CAPITAL, LP