Beacon Harbor Wealth Advisors's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $500,000, and 1.00% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #300243), Beacon Harbor Wealth Advisors is subject to fiduciary duty under federal law.
Beacon Harbor Wealth Advisors is headquartered in VIRGINIA BEACH, VA.
Beacon Harbor Wealth Advisors serves 180 high-net-worth clients according to their SEC filing dated July 9, 2026. View client details ↓
According to their SEC Form ADV, Beacon Harbor Wealth Advisors offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Beacon Harbor Wealth Advisors manages $608 million in client assets according to their SEC filing dated July 9, 2026.
According to their SEC Form ADV, Beacon Harbor Wealth Advisors serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓