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Credentials
Series 65, Series 63
Experience Industry experience
16 years
Location
Remote
Beacon Hill Wealth Management LTD
Team
Total advisors
5Clients per advisor
36 LowAvg AUM per client
$825,305 TypicalHNW client ratio
24% LowChristopher Stooksbury is a financial advisor at Beacon Hill Wealth Management LTD with 16 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Raymond James for ten years. Outside of his advisory role, he serves as secretary for Battery Street Holdings, a holding company. Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services to individuals, trusts, and estates, including high-net-worth clients. The firm uses model portfolios featuring ETFs, mutual funds, and fixed-income securities, applying approaches such as fundamental analysis and Modern Portfolio Theory, with portfolio management offered exclusively through wrap-fee programs.
$1 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: 0.45%
Account minimum: $2,000,000
Texas
16 years of industry experience
Beacon Hill Wealth Management LTD
2024 - Present • 2 years
Victoria, Bc
Raymond James (Usa) Ltd
2019 - 2024 • 5 years
Vancouver, Bc
Raymond James (USA) Ltd.
2014 - 2019 • 5 years
Victoria, British Columbia
Raymond James Ltd.
2014 - 2024 • 10 years
Victoria, British Columbia
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