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%.
24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660
Get directionsAlexander is a board member, Vice President, and Secretary for The Kassouf Foundation, dedicating minimal time. He is also a licensed insurance agent with Beacon Pointe Insurance Services, LLC, selling life and/or accident/health insurance, dedicating a few hours per week.