AL
CFP

Alicia Marie Langdon

9 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
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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Employment History
Current Registrations
Beacon Pointe Advisors, LLC
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Wpwealth LLP
June 2018 - April 2023 · 4 yrs 10 mos
LPL Financial LLC Broker
August 2017 - March 2018 · 7 mos
Charles Schwab & Co., INC. Broker
March 2016 - June 2017 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.