Stacy Kelly Bakri
SB
CFP

Stacy Kelly Bakri

24 Years of Experience

Firm Information

Stacy Kelly Bakri
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

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%.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
Loading...

Advisor Information

Office location

4800 Hampden Ln, Suite 520, Bethesda, MD, 20814

Get directions
Stacy Kelly Bakri
SB
Contact
Stacy Kelly Bakri
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
September 2025 - Present · 4 mos
Previous Registrations
The Family Firm, INC.
July 2007 - November 2025 · 18 yrs 4 mos
Charles Schwab & Co., INC.
January 2001 - February 2007 · 6 yrs 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Stacy Kelly Bakri
SB
Contact
Stacy Kelly Bakri
Stacy Kelly Bakri - Financial Advisor | AdvisorDiscover