Beacon Wealthcare, LLC.

Financial Advisor in Raleigh, NC

Firm Info
Address: 1633 Glenwood Ave, Raleigh, NC 27608, USA
Phone: (919) 821-5225

Firm Size
Assets Under Management: $235.8 million
# of Advisors: 4
# of Clients: 833
Client to Advisor Ratio: 208:1
Average Account Size: $283,085
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Beacon Wealthcare LLC Overview

Beacon Wealthcare LLC is an investment advisory firm based in Raleigh, NC. Since its inception in 2021, the firm has been solely dedicated to providing investment advice to its clients with no commission-based fees involved. With their headquarters located in Raleigh, the firm offers financial planning services to individuals and small businesses alike. At Beacon Wealthcare LLC, the focus is on providing holistic portfolio management to clients to help them achieve their financial goals. The firm caters to diverse financial needs of their clients with tailor-made solutions that are dynamic and comprehensive. In keeping with its status as an investment advice-only firm, Beacon Wealthcare LLC places a high emphasis on portfolio management and financial planning. Whether it's asset allocation or investment selection, the firm prides itself on delivering expert-level advice designed to suit individual needs. For those looking to secure their financial future, Beacon Wealthcare LLC is the perfect ally.

BEACON WEALTHCARE LLC is a financial advisory firm that caters to a diverse range of clients seeking comprehensive wealth management services. At BEACON WEALTHCARE LLC, individuals from all walks of life and backgrounds receive personalized attention, tailored to their unique circumstances and financial objectives. With expertise in asset allocation, portfolio management, retirement planning, and estate planning, BEACON WEALTHCARE LLC is committed to delivering integrated financial solutions that fit each client's specific needs. As a result, the firm works with both individuals and high net worth individuals to help them achieve their goals. In terms of fee structures, BEACON WEALTHCARE LLC offers two options depending on the services the client requires. For those who choose to have their assets managed by the firm, BEACON WEALTHCARE LLC charges a percentage of their assets under management (AUM). This approach ensures that the firm's interests are aligned with those of its clients since the fee is proportional to the portfolio's performance. For clients who prefer a more traditional structure or require a specific service, BEACON WEALTHCARE LLC offers fixed fees. This approach is ideal for clients who need a specific plan for a particular period or those who don't have large investment portfolios. Regardless of the fee structure, BEACON WEALTHCARE LLC always provides complete transparency regarding its fees, ensuring that clients understand the costs involved with each service.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for opening an account with Beacon Wealthcare LLC is $5000, as stated in their Part 2 Brochure note about investment minimums. The note goes on to mention that there are additional minimum required account balances for account maintenance, automatic rebalancing, and tax-loss harvesting, which are described in their Program Disclosure Brochure.

How This Office Can Help Raleigh, NC Residents

Beacon Wealthcare, LLC. is a financial planning and advisory firm that assists clients in Raleigh, NC in managing their wealth and planning for their financial future. The firm offers a range of services including retirement planning, investment management, tax planning, estate planning, and insurance planning. For someone living in Raleigh, NC, there are several financial situations that they may face such as managing debt, saving for college education, saving for retirement, and managing taxes. Beacon Wealthcare, LLC. helps clients navigate these financial challenges by providing personalized financial planning and strategies tailored to their individual needs. They work closely with clients to understand their financial goals, risk tolerance, and investment objectives so that they can create a customized plan and investment portfolio that is designed to help them achieve their financial goals. With Beacon Wealthcare, LLC.'s expertise and guidance, clients in Raleigh, NC can be confident in their financial future.

To view the Minimum Investment and Fee Schedule for Beacon Wealthcare LLC, visit their Part 2 Brochure.

Services Offered by Beacon Wealthcare LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Beacon Wealthcare LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1633 Glenwood Ave, Raleigh, NC 27608, USA
Phone (919) 821-5225
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Beacon Wealthcare LLC is registered to service clients in the following states:

  • California
  • Florida
  • Georgia
  • Massachusetts
  • New Hampshire
  • New York
  • North Carolina
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Beacon Wealthcare LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs