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%.
12750 High Bluff Drive, Suite 460, San Diego, CA, 92130
Get directionsAlex is a licensed insurance agent at Beacon Insurance Services, LLC, selling life and/or accident/health insurance products since 2019. This activity requires minimal time.