BEAUMONT FINANCIAL ADVISORS, LLC

Overview

Year Founded: 1999
Ownership: Wholly-owned subsidiary of Focus Financial Partners Inc. Majority-owned indirectly and collectively by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC and Stone Point Capital LLC.
Services Offered: Financial planning services; Portfolio management for individuals and small businesses; Selection of other advisers; Wealth management services; Tax preparation services

Offices

Number of Offices: 2

Clients

Minimum Client Portfolio Size: $250,000 (preferred)

Stated Fees

Min	Max	Marginal Fee Rate
All Assets		Up to 1.00%

Minimum Annual Fee: Missing
Charges Fees on Cash: Yes
Charges Fees on Margin: Yes
Assets Excluded from Fees: Missing
Fixed Fee Option: Yes
Fixed Fee Range: Missing
Receive Commissions: No
Charge Performance Fees: No
Third Party Management Fees: Yes
Additional Fees for Bill Pay Services: Missing

Client Portfolios

Model Portfolios: Yes
Investments in Third Party Managers: Yes

Investment Type	Average Allocation
Stocks & ETFs	Missing
Government & Corporate Bonds	Missing
Mutual Funds	Missing
Private Funds	Missing
Cash	Missing
Other	Missing

Non-Investment Services

Number of Clients Receiving Financial Planning Services: 251-500
Sells Products or Provides Services Other Than Investment Advice: Credit and cash management solutions; insurance solutions; tax preparation services
Additional Fees for Bill Pay Services: Missing

Employee Statistics

Number of Employees: 22
Number of Employees Performing Investment Advisory Functions: 14
Number of Employees Registered Representatives of a Broker-Dealer: 0
Number of Employees Registered as Investment Adviser Representatives: 12

Websites

LinkedIn
Firm Website