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

Two Bala Plaza, Suite 806, Bala Cynwyd, PA, 19004

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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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Other Business ActivitiesSells Insurance

Alisa is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, selling life and/or accident/health insurance since 2018. This activity requires minimal time and occurs during securities trading hours.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
March 2018 - April 2020 · 2 yrs 1 mo
Janney Montgomery Scott LLC
October 2016 - March 2018 · 1 yr 5 mos
Janney Montgomery Scott LLC Broker
August 2016 - March 2018 · 1 yr 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Alisa B Garnek - Financial Advisor | AdvisorDiscover