At Beacon Hill Private Wealth, our comprehensive advisory services include both financial planning and investment management under a single fee. We tailor solutions to the unique complexity of each client’s situation, delivering value through customized strategies that encompass financial planning, tax optimization, and wealth protection.
As a fee-only fiduciary, we prioritize transparency with no hidden fees or commissions. Our tiered fee structure starts at 1% and decreases as your assets grow:
| Asset Under Management | Annual Fee (%) |
| On the first $1,000,000 | 1.00% |
| On the next $1M or portion thereof |
0.90% |
| On the next $3M or portion thereof |
0.70% |
| On the next $5M or portion thereof |
0.60% |
| On the next $10M or portion thereof | 0.50% |
| On all amounts thereof |
0.40% |
Our Design | Build | Protect evidence-driven approach is generally designed for individuals or families with a net worth of $2 million or more (excluding real estate) or those who have investable assets of $1 million or more.
Fees are agreed to in advance in the client’s Wealth Advisory Agreement and are paid quarterly in advance based on the value at the end of the prior quarter. We are compensated solely by our clients and do not receive any commissions or third-party compensation, ensuring complete alignment with our fiduciary duty.
Mutual fund and ETF expenses are separate from our advisory fees, and additional costs may apply if outside managers are involved.
In certain circumstances, Beacon Hill may be engaged under a Consulting Services agreement.
Please reach out to us to discuss or refer to our Investment Adviser Public Disclosure (Form ADV) for more information.