Broker Check

Fee Transparency

Beacon Private Wealth Management is committed to providing you with complete fee transparency. At our very first meeting, we will ensure that you understand exactly how we get paid.

Many clients prefer to work with us on an “Advisory” basis. Under this arrangement, the cost is a fixed percentage of your assets under management. There is no long term contract. On occasion, and where appropriate, we may suggest solutions that compensate us on a “upfront” (commission) basis. Insurance is one example of this.    

Certain investment vehicles have their own internal expenses that are not included in an Advisory fee. Mutual funds and Exchange Traded Funds (ETFs) are examples. We are mindful of costs and will recommend the most appropriate investments to help you accomplish your goals.