Beacon Pointe Advisors, LLC

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Assets Under Management

$39.8B

Number of Clients

18,377

Number of Advisors

390

Average Client AUM

$2.2M

AUM per Advisor

$102.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Beacon Pointe manages a wrap fee program for certain legacy clients of acquired firms. They offer wealth advisory services, including investment management, monitoring of independent managers, and financial planning. Client portfolios are managed through separate accounts or mutual funds, ETFs, REITs, and private funds. Beacon Pointe utilizes both active and passive management strategies.

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%.

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