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Beacon Wealth Advisors, LLC has a two part fee schedule for accounts greater than $1,000,000, as follows:
Base Fee - $1,200 per account taken at the rate of $100 per month in advance, and/or
Management Fee - .50% of asset under management taken monthly in advance based on asset value on the last day of the previous month.
Beacon Wealth Advisors, LLC, may use hourly or flat fees, when negotiated with our clients, in advance, based on the specific task that we are assigned. Clients who are paying the two part fee schedule, shown above, are exempt from hourly and flat fees.
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