Overview
- Headquarters
- Rye Brook, NY
- Total Firm Assets
- $228 million
- Average High-Net-Worth Client Portfolio Size
- $5.4 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: BEACON FINANCIAL ADVISORS FORM ADV 2A - 03.30.2026 (2026-03-30)
· View brochure text
Latest filing: BEACON FINANCIAL ADVISORS - WRAP FEE BROCHURE 03.30.2026 (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $3,500,000 | 0.75% |
| $3,500,001 | $5,000,000 | 0.60% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,250 | 0.80% |
| $10 million | $65,250 | 0.65% |
| $50 million | $265,250 | 0.53% |
| $100 million | $515,250 | 0.52% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 89.93%
- Number of High-Net-Worth Clients
- 38
- Total Client Accounts
- 365
- Discretionary Accounts
- 363
- Non-Discretionary Accounts
- 2
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 119672
- BEACON FINANCIAL ADVISORS FORM ADV 2A - 03.30.2026 (2026-03-30) (fee schedule source) · View brochure text
- BEACON FINANCIAL ADVISORS - WRAP FEE BROCHURE 03.30.2026 (2026-03-30) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗