AK

Alexander Gilbert Kassouf

14 Years of Experience

Firm Information

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

24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660

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Regulatory History (1)
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Criminal
May 1991
Final Disposition
Other Business ActivitiesSells Insurance

Alexander 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.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
September 2013 - Present · 12 yrs 4 mos
Previous Registrations
Investors Capital CORP.Broker
September 2011 - August 2013 · 1 yr 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.