AdvisorFacts summaryBeaumont Financial Partners traces its history to 1999 and is a wholly owned subsidiary of Focus Financial Partners, which is majority-owned by investment vehicles affiliated with Clayton, Dubilier & Rice, with Stone Point Capital also an indirect owner. Based in Needham, MA, Beaumont offers wealth management and family-office services, including in-house tax preparation and financial planning, and its advisors sometimes serve as trustee for client trusts. Beaumont builds portfolios from individual stocks and bonds together with low-cost index mutual funds and ETFs, and may add outside managers or alternative investments for certain allocations. Its standard fee is 1% on diversified accounts, with bond-ladder and other non-diversified accounts generally charged about 0.50%.
Overview
- Headquarters
- Needham, MA
- Total Firm Assets
- $3.8 billion
- Average High-Net-Worth Client Portfolio Size
- $4.3 million
- Stated Minimum Account Size
- $250,000
Recent Rankings
Fee Disclosure
Source: BEAUMONT FORM ADV PART 2A WITH ANNUAL UPDATE (2025-03-27)
· View brochure text
Latest filing: BEAUMONT FORM ADV PART 2A BROCHURE 2026 (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 39.45%
- Number of High-Net-Worth Clients
- 345
- Total Client Accounts
- 4,286
- Discretionary Accounts
- 4,107
- Non-Discretionary Accounts
- 179
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 322925
- BEAUMONT FORM ADV PART 2A BROCHURE 2026 (2026-03-24) · View brochure text
- BEAUMONT FORM ADV PART 2A WITH ANNUAL UPDATE (2025-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗