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SERVICE COMMITMENT
Our service commitment is anchored by the practice that at least two of the firm’s professionals will work with every client. That assures that clients will always deal with someone familiar with their situation.

FEES
Beaumont Financial Partners is primarily a fee only investment advisor. Generally, our minimum annual fee per client relationship is $10,000. Occasionally, specific circumstances may call for other arrangements. In all instances, our firm’s compensation is fully disclosed to our clients.

Investment management fees range from .3% to 1.5% of the value of assets managed. Variables include the composition, size and complexity of the portfolio. Fixed income portfolios tend to be at the lower end of the fee range with equity portfolios at the higher end.