A complete list of active advisors currently associated with Beacon Hill Wealth Management LTD

Warmer can help you find a great advisor at Beacon Hill Wealth Management LTD or one who fits your needs even better.

Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services, with financial planning offered as part of its portfolio management engagements, to individuals (including high‑net‑worth clients), trusts, and estates. The firm reports approximately $148.6 million in assets under management split between discretionary ($106.4M) and non‑discretionary ($42.1M) accounts and generally requires a $2,000,000 minimum to open and maintain an advisory account. The firm employs model portfolios and primarily recommends ETFs, mutual funds (including index funds), and fixed‑income securities, using tools such as fundamental analysis, Modern Portfolio Theory, long‑term purchase strategies, and ESG considerations. Portfolio management services are delivered through a wrap‑fee program that the firm sponsors and are executed through a designated custodian; clients may grant discretionary authority or retain non‑discretionary arrangements depending on their preferences. Distinctive features in the brochure include that the adviser is organized under non‑U.S. corporate law and only recently began providing advisory services to U.S. clients following SEC registration, and that portfolio management is offered exclusively through wrapped accounts. The firm also discloses routine directed brokerage to its custodian (and related informal research benefits), does not combine client orders for aggregated trade execution, and reports referral and incentive compensation arrangements that the firm identifies as potential conflicts to be managed.

To learn more about the advisors currently working at Beacon Hill Wealth Management LTD, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.