Beacon Hill Private Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,545,034
Clients
29
76% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$1,846,380
About
Beacon Hill Private Wealth LLC is a fee-only independent investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, families, business owners, and select institutional clients. It typically implements advice on a percentage-of-assets basis and also offers non‑discretionary guidance for held‑away accounts such as 401(k) and 529 plan assets.
The firm’s investment approach is evidence‑based and oriented around globally diversified, passive or low‑turnover funds, complemented where appropriate by customized fixed‑income ladders and modest allocations to alternative investments. Investment objectives are documented in written Investment Policy Statements or equivalent client communications, and the firm uses third‑party model portfolios and sub‑advisers to implement and monitor strategies on an ongoing basis.
Compared with many single‑advisor independents, Beacon Hill also provides employee benefit and pension plan consulting and can serve as an investment manager for retirement plans through a third‑party retirement platform, a service that is less common among peers. The firm further coordinates specialist offerings — including family budget consulting and business‑owner advisory services via third‑party providers — and has documented continuity arrangements with its platform partner to support succession and service continuity.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Passive / index investing
Private / alternative investments
Tax-loss harvesting
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
HENRY (High Earners, Not Rich Yet)
Mid-Career Professionals
Fee options
Financial planning fees range from $7,500 to $10,000; family budget consulting $3,000 to $6,000 monthly; business solutions $5,000 to $50,000 fixed fees.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Ongoing financial planning services range from $400 to $800 per month.
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee charged quarterly in advance, may be customized Fee-only: Fee-only investment adviser; no commissions or transaction-based compensation received.
Main office location
Beacon Hill Private Wealth LLC
350 Springfield Avenue, Suite #200
Summit NJ 07901, United States
Number of offices
2
Most active in
Beacon Hill Private Wealth LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
Forms ADV
Quick links
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