Beaumont Capital Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Beaumont Capital Management, LLC
Overview
Beaumont Capital Management, LLC is a financial advisor firm based in Boston, Massachusetts. Beaumont Capital Management, LLC controls $166.5 million in assets under management throughout 332 customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The company has a small group, including 9 financial advisors. Beaumont Capital Management, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as equities, options and bonds.
Beaumont Capital Management, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments are made by an investment advisor without requiring the client's approval. Beaumont Capital Management, LLC's typical account size is $501,589. An average financial advisor at Beaumont Capital Management, LLC oversees about 37 client accounts, placing it towards the middle in terms of personalization.
The firm's central office is located at 125 Newbury St, Boston, Massachusetts 2116. Beaumont Capital Management, LLC is allowed to serve clients across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Beaumont Capital Management, LLC by the Numbers
$166.5 million
9
332
$501.6 thousand
Fee Structure
A financial advisor's fees usually are based on which service is offered. However, fee types billed by the firm likely consist of the following fee types: asset-based or other. Beaumont Capital Management, LLC 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
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company works with a number of different investors. The company provides services to retail investors, investment companies, state or municipal government entities, other investment advisers and other. Out of its 332 customers, Beaumont Capital Management, LLC's biggest client type by number of accounts is retail investors. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 88.24%
- Corporations - 11.76%
- 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Beaumont Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Beaumont Capital Management, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Wayne, NJ
Vero Beach, FL
Boston, MA
Sandwich, MA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.