Beacon Investment Management, LLC

Beacon Investment Management, LLC (CRD# 122639) is a financial advisory firm headquartered in Boston, MA. They manage $116,658,834 in 73 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $1,598,066
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MA, NH

Financial Advisors at Beacon Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kennett H. Fisk
CRD#: 831707
1 India Street, Suite 205, Boston, MA 02109
93
Wealthminder
score

Kennett Fisk (CRD# 831707) is an Investment Advisor Representative working at Beacon Investment Management, LLC in Boston, MA and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.