Beacon Capital Management, LLC

Beacon Capital Management, LLC, founded in 2005 and registered as an investment adviser with the SEC in 2015, offers discretionary and non-discretionary investment management services tailored to individual client needs. The firm provides wealth management services to individuals, high net-worth individuals, families, and businesses. Minimum initial account size for portfolio management services is typically $100,000, with fees up to 2.0% of assets under management. Beacon may recommend third-party money managers based on client needs. The firm uses fundamental and technical analysis for investment strategies, including diversified portfolios with low-cost mutual funds, ETFs, individual stocks, and structured notes. Clients may receive financial planning services for fixed fees ranging from $1,200 to $10,000 or hourly fees ranging from $250 to $500. Beacon does not charge performance-based fees, conducts no side-by-side management, and does not engage in cross trades. The firm participates in Fidelity Investments Institutional Program and uses AE Wealth Management, iCapital, and Cause-Way Securities for various services. Beacon does not participate in soft dollar arrangements and does not receive compensation for client referrals. Clients are responsible for proxy voting and making decisions on corporate actions. The firm has no financial conditions that may impair its ability to meet commitments. Beacon has not been involved in legal or disciplinary events related to investment clients.