Beacon Financial Advisory LLC

Beacon Financial Advisory LLC, established in Cleveland, Ohio, offers the Beacon Focus Program, a wrap fee program providing portfolio management services for a single fee. The fee structure ranges from 1.80% to negotiable based on total assets under management. Fees are withdrawn quarterly and are negotiable based on client needs. Beacon FA may limit trading to reduce costs, and clients can terminate the contract within five business days penalty-free. The firm acts as a fiduciary, offering services to individuals, high-net-worth individuals, and pension/profit-sharing plans with no minimum account size. Beacon FA conducts portfolio management services based on individual goals, risk tolerance, and time horizon, with a focus on investment strategy, asset allocation, and risk tolerance. The firm uses various analysis methods, including charting, fundamental, technical, quantitative, and modern portfolio theory. Investment strategies include long-term trading, short sales, margin transactions, and options trading. Beacon FA discloses conflicts of interest and acts in the best interest of clients, providing tailored services and client-imposed restrictions. The firm does not accept performance-based fees and is a fiduciary under ERISA and the Internal Revenue Code. Clients have full control over voting proxies and can contact portfolio managers without restrictions. Beacon FA discloses disciplinary information, conflicts of interest, and financial industry activities, ensuring compliance with regulations and acting transparently in clients' best interests.