Beacon Hill Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,419,610
Clients
84
Advisors
4
of 4 employees
About
Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans through separate Private Wealth and Corporate Retirement Plan programs. The firm manages roughly $91.7 million in client assets and also advises on about $67.8 million in participant-directed retirement plan assets, serving both individual and high-net-worth clients and offering family-office services on a customizable basis.
The firm’s process begins with risk-tolerance testing and produces a documented Investment Policy Statement and Strategic Asset Allocation, with the possibility of tactical adjustments informed by economic and valuation analysis. Portfolios are typically built from mutual funds, ETFs, individual stocks, and bonds, and accounts are reviewed on a regular schedule with reporting provided to clients.
A distinctive feature is that the firm sponsors and is materially involved with an affiliated Opportunity Zone real estate fund (Nest Opportunity Fund, LLC) via an in-house general partner entity, a role that creates disclosed conflicts of interest and for which the firm describes specific mitigation steps (e.g., limiting solicitations to accredited investors, foregoing the firm’s advisory fee on that portion of client portfolios, and presenting unaffiliated alternatives). Beacon Hill also highlights family-office offerings such as due diligence on alternative assets and RFP services for outside managers, which are notable for a firm of this scale.
Client services
Expertise
Occupation focus
Fee options
Typical financial plan costs $1,600; project fees range from $1,600 to $5,000
$200,000 - $400,000: 1.25% $400,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.90% $2,500,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.55% $10,000,000 - $15,000,000: 0.45% $15,000,000+: quote
$135 to $350 per hour
Account minimum: $400,000
Main office
6000 Venture Drive, Suite B
Dublin OH 43017
Advisors at this office
4
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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
Advisors at this firm
Anne Z
CFP®
Dublin, OH
Beacon Hill Investment Advisory, LLC
Anne Zavaglia is a CFP® with seven years of industry experience, currently serving as an advisor at Beacon Hill Investment Advisory, LLC since 2015. She is based in Dublin, Ohio. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans through separate Private Wealth and Corporate Retirement Plan programs. The firm manages approximately $91.7 million in client assets and advises on $67.8 million in participant-directed retirement plan assets, serving both individual and high-net-worth clients with customized family-office services.
Mark F
CFP®, Series 65
Dublin, OH
Beacon Hill Investment Advisory, LLC
Mark Fissel is a CFP® and Series 65-credentialed financial advisor with 17 years of industry experience, currently associated with Beacon Hill Investment Advisory, LLC. He has longstanding ties to the City of Bellefontaine since 2008 and has operated Fissel Floor Covering, Inc. since 2004. Outside of advisory work, he is a member and partner in a real estate acquisitions and development company, The Allen Group, LLC. Beacon Hill Investment Advisory offers discretionary investment management to individuals, trusts, and corporate retirement plans, managing over $90 million in client assets. The firm provides a documented investment process with regular portfolio reviews and family-office services, and is involved with an affiliated Opportunity Zone real estate fund.
William S
CFP®, Series 63
Dublin, OH
Beacon Hill Investment Advisory, LLC
William Shorthill is a CFP® professional with 18 years of experience, currently serving at Beacon Hill Investment Advisory, LLC since 2012. Prior to that, he operated W.B. Shorthill & Associates, LLC for four years. He serves as a board member of FPA Central Ohio, contributing to continuing education and professional development initiatives. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans, managing approximately $91.7 million in client assets. The firm emphasizes a documented investment policy and strategic asset allocation, offering family-office services and involvement with an affiliated Opportunity Zone real estate fund.
Clint E
CFA®, Series 65
Dublin, OH
Beacon Hill Investment Advisory, LLC
Clint Edgington is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Beacon Hill Investment Advisory, LLC since 2008. Outside of his advisory role, he is a managing member of Edgington Enterprises, an investment-related business focused on residential real estate investing. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans. The firm serves both individual and high-net-worth clients, offering family-office services and managing portfolios that typically include mutual funds, ETFs, individual stocks, and bonds.
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