Beaumont Capital Management, LLC

CRD#306354
Investment Advisor Firm

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Learn more about Beaumont Capital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Beaumont Capital Management, LLC is located at 125 Newbury St, Boston, MA. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Beaumont Capital Management, LLC is not a registered broker-dealer.

    Beaumont Capital Management, LLC oversees $155.3 million in assets under management across 302 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The firm caters to investment companies, state or municipal government entities, other investment advisers, and other types of investors, with the largest client type by accounts being categorized as other. The fee structure at Beaumont Capital Management, LLC includes asset-based and other fees.

    Beaumont Capital Management, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $155.3 million

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    125 Newbury St
    Boston, MA 02116

    Beaumont Capital Management, LLC by the Numbers

    Total Assets Under Management

    $155.3 million

    National Average: $8.6 billion
    Total Number of Employees

    10

    National Average: 64
    Total Number of Accounts

    302

    National Average: 375,227
    Average Account Size

    $514.4 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees largely vary depending on the type of services offered. Fees charged by Beaumont Capital Management, LLC may include any blend of the following fee types: asset-based or other. The company does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    The firm provides services to investment companies, state or municipal government entities, other investment advisers, and other. Out of its 4 clients, Beaumont Capital Management, LLC's biggest client type by number of accounts is state or municipal government entities.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Beaumont Capital Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Beaumont Capital Management, LLC

    Courtney Doyle
    Boston, MA
    Daniel Dixon
    Vero Beach, FL
    Andrew Rice
    Boston, MA
    Jared Klapman
    Boston, MA
    Todd Rice
    Boston, MA
    Brendan Ryan
    Boston, MA
    James Bulger
    Wayne, NJ
    Denis Rezendes
    Boston, MA
    Brandon Anderson
    Boston, MA

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