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SERVICE COMMITMENT
Our service commitment is anchored by a fully cross-trained staff, and the practice that at least two of the firm's partners will work with every client. That assures that clients will always have access to someone familiar with their situation.

FEES
Beaumont Financial Partners is primarily a fee only advisor. We intentionally do not have a set fee schedule but rather we determine fees on an individual client basis.

Investment management fees typically range between .3% to 1% of the value of assets managed, depending upon the composition, size and complexity of the portfolio.

Tax preparation fees vary according to the complexity of and time spent in preparing the Return(s) involved.

Financial and estate planning fees are established based upon the complexity of a client's circumstances and the totality of their relationship with us.

Occasionally, specific circumstances necessitate other compensation arrangements. In all instances, all sources of Beaumont compensation are fully disclosed to our clients.