BEACON CAPITAL MANAGEMENT, LLC
Franklin, Tennessee
4.7
63 Reviews
Beacon Capital Management, LLC, based out of Franklin, TN, is a highly regarded local investment advisory firm with a strong presence in the financial industry. With over 2,640 individual clients, they manage an impressive $673,055,000 in assets, showcasing their expertise in wealth management. Having four well-established offices, Beacon Capital Management offers comprehensive services that extend beyond investment advisory, including insurance brokerage. With extensive experience in handling employer 401Ks and individual portfolios, Beacon Capital Management has garnered a reputation for providing reliable financial solutions. ...
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Assets Under Mgmt

$673.06M

Investment Professionals

16

Locations

3

% 401K & Individual

75%

% Discretionary

92%
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
Portfolio management for businesses or institutional clients
Publication of periodicals or newsletters
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
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