Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges advisory fees to clients in the Wrap Fee Program, ranging from 0.50% to 2.0% of assets under management. The fees are negotiable. Clients in the Wrap Fee Program pay the management fees of Independent Managers as well as the trading and execution costs imposed by the custodians for transactions in the client’s accounts managed by Independent Managers. Generally, 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
Advisor Information
Office location
19 Research Drive, Amherst, MA, 01002
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Vikki is an agent at Beacon Pointe Insurance Services, LLC, selling life, health, and accident insurance products since May 2025, spending a few hours per week. She is also a managing member of Hart and Patterson Financial Group, a registered investment advisor, since January 2021, spending a few hours per week transferring advisory business.