Beacon Pointe charges advisory fees to clients in the Wrap Fee Program, ranging from 0.50% to 2.0% of assets under management. These fees are negotiable. The Wrap Fee Program is not offered to new or prospective clients. Beacon Pointe requires Wrap Fee Program clients to maintain a minimum account size of $1 million, but reserves the right to reduce or waive the account minimum requirements at our discretion. Some accounts are under different fee schedules; the maximum fee rate is 2.00%.
122 W Market St, Warsaw, IN, 46580-2812
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Learn about disclosures →Alan sells fixed life insurance since 2004 and is involved with Alderfer, Bergen & Company as a DBA for LPL business. He also owns Alderfer Investments, INC for tax/investment purposes and Alderfer Bergen Real Estate for real estate rentals, and is a board member of the Kosciusko County Alcoholic Beverage Commission.