Beacon Investment Advisory Services，Inc。（Beacon Trust）是仅收费的全方位服务registered investment advisor(RIA) firm that strives to help its clients attain, preserve and expand their assets through customized wealth planning, according to its website.
Beacon Trust has more than $3.4 billion in assets under management (AUM), with 39 advisors managing just over 2,330 clients. When it comes to the firm’s compensation arrangements, it charges asset-based fees and hourly fees.
Beacon Trust’s staff offers several professional certifications.这些包括certified financial planner（CFP），特许财务分析师（CFA），认证公共会计师（CPA），认证的私人财富顾问（CPWA）和认证投资顾问（CIC）名称。
Beacon Trust also appears on our top financial advisors lists for莫里斯敦和新泽西州。
信条信任背景
尽管Beacon Trust在2015年正式成立，但该公司的历史追溯到很久以前。Provident Bank是一家自1839年以来从事业务的公司，于2011年收购了Beacon Trust，以扩大其财富管理产品。Beacon Trust于2014年收购了萨福克县国家银行的财富管理部门，该公司还于2015年收购了MDE集团和Acertus Capital Management。
瓦莱丽·默里（Valerie Murray）是该公司的总裁。
Beacon Trust Client Types and Minimum Account Sizes
Beacon Trust serves individuals,高净值个人, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities.
The firm generally requires an account minimum of $500,000.
Beacon Trust提供的服务
Beacon Trust offers its clients the following advisory services:
- 投资组合管理
- 金融计划
- Selection of other advisors
- 咨询
- 税收准备
Beacon Trust投资理念
Beacon Trust旨在最大程度地提高其投资组合的透明度，流动性，税收效率和适应性，同时保留财富并引起有吸引力的回报潜力。该公司还跨风险曝光多样化，它使用了一个依赖大型，中小值投资组合的开放式结构平台。
Beacon Trust mainly invests in exchange-traded equity securities, non-exchange-traded equity securities, U.S. government债券，美国和地方债券，投资级公司债券，注册开发公司发行的证券，现金，现金同等和替代投资。
信条信托费
For financial planning, consulting and tax preparation services, fixed fees range from $5,000 to $15,000. Annual fees for investment management services range up to 1.25% (for wrap fee program accounts up to $2 million and lower percentages for larger balances), but these fees could be 2.50% of assets for accounts that fall below Beacon Trust’s required minimum account size.
| *估计的投资管理费不包括经纪，托管，第三方经理或其他费用，这些费用可能会有所不同。费用基于投资咨询服务的最高年度费率。 | |
| Estimated Investment Management Fees at Beacon Trust* | |
| 您的资产 | 信条信托费用金额 |
| $500K | $6,250 |
| $ 1mm | $ 12,500 |
| $ 5mm | $62,500 |
| $10MM | $ 125,000 |
要注意什么
Beacon Trust’s表格没有任何披露or disciplinary actions. The firm also doesn’t charge any commissions or hidden fees for its products, so there isn’t much to be concerned about when working with its advisors.
Opening an Account with Beacon Trust
You can visit Beacon Trust’s Morristown, New Jersey, office, or you can call an advisor at 1-866-377-8090.
初学者的退休计划技巧
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All information is accurate as of the writing of this article.
