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%.
Two Bala Plaza, Suite 806, Bala Cynwyd, PA, 19004
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Learn about disclosures →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.