Stefan Hermann
Advisor at Beacon Trust
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Beacon Trust
Location
Morristown, NJ 07960
Credentials
Series 63, Series 65
Industry experience
18 years
About
Stefan Hermann is a financial advisor at Beacon Trust with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Trust since 2016, following nine years at Fisher Investments. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture platform that includes in-house strategies, independent managers, and tax-aware portfolio management within a risk-first framework.
Client services
Based on Beacon Trust
Financial planning
Portfolio management
Selection of other advisers
Consulting
Expertise
Based on Beacon Trust
Active portfolio management
Factor investing / smart beta
Tax-loss harvesting
Private / alternative investments
Options & derivatives strategies
Fee options
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $15,000,000: 0.75% $15,000,001+: 0.50%
Account minimum: $500,000 Minimum fee: Generally a minimum annual fee of $5,000 when minimum portfolio size is waived. Fee-only: Fixed financial planning fees generally ranging from $5,000 to $15,000 depending on scope; planning fee component waived for clients with AUM over $1,000,000.
Location
163 Madison Avenue
Morristown, NJ 07960
Most active in
Stefan H has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
Beacon Trust
2016 - Present (10 years)
Fisher Investments
2007 - 2016 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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