Beaumont Financial Partners LLC

Beaumont Financial Partners, LLC, established in 1999, offers wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm provides investment management services tailored to each client's financial situation, investment objectives, risk tolerance, and time horizon. Clients can impose restrictions on securities or types of securities, and Beaumont reserves the right to invest accounts more conservatively if needed. The firm does not participate in wrap fee programs and manages approximately $2.69 billion in assets under management and advisement, with discretionary assets at around $1.90 billion and non-discretionary assets at approximately $788 million as of June 30, 2022. Beaumont charges annual investment management fees ranging from 0.50% to 1.00% based on assets under management. Clients can choose to have fees deducted from their accounts or be invoiced. The firm does not accept compensation for the sale of securities or other investment products. Beaumont does not vote proxies on behalf of clients and maintains strict confidentiality and security procedures to protect client information. Clients can opt-out of having their information shared with third parties. Beaumont does not vote proxies on behalf of clients and maintains strict confidentiality and security procedures to protect client information. Clients can opt-out of having their information shared with third parties.