Beaumont Financial Partners

RIASEC Registered

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 that registered with the SEC in 2022. The firm serves both individual/family and institutional clients and operates as a capital allocator, sourcing external managers and investment opportunities in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Beaumont also conducts other financial product sales activities and maintains business relationships spanning broker‑dealers, insurance companies, accounting and law firms, and sponsors of pooled investment vehicles. Beaumont charges clients through a mix of percentage‑of‑AUM fees, hourly fees and fixed fees. The firm does not position itself as an active ESG investor.