At Beacon Hill Private Wealth, we strive to provide transparent and trustworthy financial guidance for our clients. As a fee-only, fiduciary, independent registered investment advisor firm, we operate with integrity by charging a single advisory fee based on your assets under management.
Our fee, which includes financial planning and investment advisory services, starts at 1%, which decreases rapidly with increasing asset levels. We firmly believe in keeping our fee structure upfront and clear because we don’t believe in hidden fees or commissions. Our asset-based fees keep our interests best aligned with yours, and our independence is one of our greatest assets.
Our Design | Build | Protect evidence-driven approach is generally designed to assist families who have investable assets of $1 million or more (excluding real estate).
| Asset Range |
|
Annual Fee (%) |
| $0 - $1,000,000 | On the first $1M in assets | 1.00% |
| $1,000,001 - $2,000,000 | Next $1M in assets | 0.90% |
| $2,000,001 - $3,000,000 | Next $1M in assets | 0.70% |
| $3,000,001 - $4,000,000 | Next $1M in assets | 0.60% |
| $4,000,001 - $5,000,000 | Next $1M in assets | 0.50% |
| >$5,000,000 | Assets exceeding $5M | 0.40% |
Unlike commissioned salespeople or brokers who can face conflicts of interest, our model always puts you first as we receive no commissions, have no hidden agendas, and have no large financial corporation incenting the sale of certain products.
As an independent firm, we don’t recommend investments that are cookie-cutter and not in your best interests. When building investment portfolios, our primary goal isn’t simply to produce the largest possible return but rather to create a portfolio that gives you the highest likelihood of achieving your goals — balancing risk as well as return. To do this, we employ an evidence-driven investment methodology backed by more than 80 years of peer-reviewed financial research and market studies. Our recommendations for you are based solely on your situation, goals and individual circumstances.
In certain circumstances, Beacon Hill may be engaged under a Consulting Services agreement. Fees are agreed to in advance in the client’s Wealth Advisory Agreement.
Please reach out to us to discuss or refer to our Investment Adviser Public Disclosure (Form ADV) for more information.