AP

Alexander Webster Pierce

26 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

5960 Berkshire Lane, Suite 1150, Dallas, TX, 75225

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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
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Oxbow Advisors, LLC
June 2011 - July 2023 · 12 yrs 1 mo
Herndon Plant Oakley Ltd
May 2010 - April 2015 · 4 yrs 11 mos
Roger H. Jenswold & Co., INC.
April 1999 - May 2010 · 11 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.