Beacon Capital Fees & Minimum

Overview

Headquarters: Cedar Rapids, IA
Total Firm Assets: $278 million
Average High-Net-Worth Client Portfolio Size: $2.3 million

Fee Disclosure

Source: ADV2A & 2B SEC (2026-04-22) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	2.20%
$250,001	$500,000	2.00%
$500,001	$1,000,000	1.80%
$1,000,001	$2,000,000	1.60%
$2,000,001	$5,000,000	1.45%
$5,000,001	$10,000,000	1.30%
$10,000,001	and above	1.15%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$19,500	1.95%
$5 million	$79,000	1.58%
$10 million	$144,000	1.44%
$50 million	$604,000	1.21%
$100 million	$1,179,000	1.18%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 30.87%
Number of High-Net-Worth Clients: 37
Total Client Accounts: 952
Discretionary Accounts: 952

Services Offered

Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 286316

ADV2A & 2B SEC (2026-04-22) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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