BEACON FINANCIAL STRATEGIES CORP.
Raleigh, North Carolina
Based out of Raleigh, NC, Beacon Financial Strategies Corp. is a small investment advisory firm dedicated to helping clients navigate the complexities of the financial markets. With a team of five talented professionals, including two experienced investment advisors, they offer expert guidance and personalized financial strategies to a diverse clientele. With an average of $94,520,000 in assets under management per investment advisor, Beacon Financial Strategies Corp. demonstrates a solid performance that aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of asset...
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Assets Under Mgmt

$222.98M

Investment Professionals

2

Locations

0

% 401K & Individual

15%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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