Enhanced Fee Transparency
At Beacon Private Wealth Management, our unwavering commitment to fee transparency sets the foundation for our client relationships. As a CERTIFIED FINANCIAL PLANNERTM, Brian Stein adheres to the highest Fiduciary Standard in the industry, ensuring your best interests are always at the forefront.
Our primary mode of compensation is through our Advisory services. When you engage with our Investment Management services, we employ a fair and reasonable percentage structure based on your Assets Under Management ("AUM"). This approach aligns your success and ours.
In addition, we extend our expertise through standalone Financial Planning services, separate from Investment Management. The pricing is tailored to the intricacy and breadth of the services you require.
It's important to note that Investment Management could entail supplementary expenses. Mutual funds, Exchange Traded Funds (ETFs), and third-party money managers may introduce additional costs, which will be presented to you in a transparent manner. Our commitment to your financial well-being drives us to recommend the most suitable investment avenues that align with your objectives while remaining mindful of these associated expenses.
Occasionally, in situations where it is pertinent, we may propose solutions that provide us with a Commission. Notably, instances such as Long-Term Care and Life Insurance could involve commissions from the respective insurance carriers. Rest assured, any potential conflicts of interest will be promptly disclosed, ensuring complete transparency throughout our partnership.