Beacon Wealth Consultants Inc

Item 5 Fees and Compensation

The Advisory Fee for this service is 1% of the account value, charged quarterly in arrears. This fee is inclusive
of the services we provide as well as those provided by Betterment and Betterment Securities through the
Betterment for Advisors platform, including advisory services, custody of assets, execution and clearing of
transactions, and account reporting. Clients utilizing the Betterment for Advisors platform may pay a higher
aggregate fee than if the advisory, custodial, trade execution, and other services were purchased
separately. We receive a portion of the fee collected by Betterment. Please note that assets in the
Betterment Cash Reserve are excluded from the account value for the purpose of fee calculation.

Other information concerning services and fees
The investment advisory fee does not cover any fees charged by the SEC or U.S. or foreign stock
exchanges based on the sale of any security, any special account fees imposed by the custodian (such as
IRA maintenance fees), wire transfer fees, transfer of assets upon termination of the account or any
internal management or operating fees (including potential redemption fees) or expenses imposed or
incurred by a mutual fund, closed end fund, or exchange traded product in which the client’s account
could be invested or any special requests by the Client.
Fees could be discounted or negotiated at Beacon Wealth Consultants’ sole discretion. Certain existing
clients could be billed under fee schedules that are not described in this Brochure. The applicable fee
schedule is set forth in your investment advisory agreement with us and could be changed by us on 30
days’ prior notice. We could modify our fee schedule at any time, either generally for a class of accounts
or on a case-by-case basis.

Item 7 Types of Clients
The Ignite Program is typically provided to individuals. We offer other services which may be better suited
for other investors.
Minimum Account Size

With some exceptions, the minimum portfolio value eligible for Ignite Guided Wealth services is $100.
Beacon Wealth Consultants, in its sole discretion, has the discretion to accept clients with smaller
portfolios based upon certain criteria including anticipated future earning capacity, anticipated future
additional assets, the dollar amount of assets to be managed, related accounts, account composition, pre-
existing client, account retention and pro-bono activities. Households that drop below the minimum
household value are subject to termination at the advisor’s discretion.