Beacon Hill Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Hill Private Wealth LLC is a fee-only independent investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, families, business owners, and select institutional clients. It typically implements advice on a percentage-of-assets basis and also offers non‑discretionary guidance for held‑away accounts such as 401(k) and 529 plan assets.
The firm’s investment approach is evidence‑based and oriented around globally diversified, passive or low‑turnover funds, complemented where appropriate by customized fixed‑income ladders and modest allocations to alternative investments. Investment objectives are documented in written Investment Policy Statements or equivalent client communications, and the firm uses third‑party model portfolios and sub‑advisers to implement and monitor strategies on an ongoing basis.
Compared with many single‑advisor independents, Beacon Hill also provides employee benefit and pension plan consulting and can serve as an investment manager for retirement plans through a third‑party retirement platform, a service that is less common among peers. The firm further coordinates specialist offerings — including family budget consulting and business‑owner advisory services via third‑party providers — and has documented continuity arrangements with its platform partner to support succession and service continuity.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees range from $7,500 to $10,000; family budget consulting $3,000 to $6,000 monthly; business solutions $5,000 to $50,000 fixed fees.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Ongoing financial planning services range from $400 to $800 per month.
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee charged quarterly in advance, may be customized Fee-only: Fee-only investment adviser; no commissions or transaction-based compensation received.
Main office
350 Springfield Avenue, Suite #200
Summit NJ 07901
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
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