Beacon Wealth Solutions LLC
Beacon Wealth Solutions LLC (CRD# 282218) is a financial advisory firm headquartered in Monroe Township, NJ. They manage $2,018,188 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$112,122
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Neel Shah (CRD# 6594688) is an Investment Advisor Representative working at Beacon Wealth Solutions LLC in Monroe Township, NJ and has over 2 years of experience in the finance industry.