Michael Anthony Dubis
MD
CFP

Michael Anthony Dubis

23 Years of Experience

Firm Information

Michael Anthony Dubis
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
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Advisor Information

Office location

8383 Greenway Blvd., Suite 600, Middleton, WI, 53562

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Michael Anthony Dubis
MD
Contact
Michael Anthony Dubis
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.

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Employment History
Current Registrations
Beacon Pointe Advisors, LLC
June 2025 - Present · 7 mos
Previous Registrations
Michael A. Dubis Financial Planning, LLC
August 2002 - June 2025 · 22 yrs 10 mos
Touchstone Financial, LLC
August 2002 - July 2002 · 0 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Additional Information

I look forward to the opportunity to speak with you. I can be reached directly at 608-827-6755.

Michael Anthony Dubis
MD
Contact
Michael Anthony Dubis
Michael Anthony Dubis - Financial Advisor | AdvisorDiscover