BEAUMONT FINANCIAL PARTNERS

RIASEC RegisteredEst. 2022

Total AUM

$3.8B

Discretionary

$2.7B

73% of AUM

Avg account

$877K

Accounts

4,286

Employees

Advisory reps

Firm details

Headquarters: NEEDHAM, Massachusetts
CRD number: 322925
Registered since: October 26, 2022
Website: www.bfpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI39.45%
Individuals36.19%
Corporations / Businesses23.37%
Charitable Organizations0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Beaumont Financial Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management across individual, small-business and institutional relationships. Its advisory services include selection of other advisers and pension consulting, and the firm engages in other financial product sales alongside its advisory business. Fee arrangements are varied: Beaumont charges percentages of assets under management and also uses hourly and fixed fees depending on the engagement. The firm reports relationships with multiple industry counterparties (broker-dealers, insurers, accounting and law firms, sponsors and managers of pooled vehicles), reflecting a networked operating model rather than a single-product focus. Beaumont is not identified as an active ESG investor.