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Michael Bailey

Beacon Pointe Advisors, LLC
41 Years of Experience
Dallas, TX
2 Disclosures
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Michael Bailey is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Dallas, TX, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.

Beacon Pointe Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
471 advisors
Number of Clients
29,929 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$54.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Withdrawn
Employment Separation After Allegations
October 1995
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is a manager and member of B.B.W.M. Lease Partners, LLC, which leases office space to MGB Wealth Management, LLC. He spends minimal time on this non-investment-related activity.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
March 2026 - Present · 7 mos
Previous Registrations
Mgb Wealth Management, LLC
April 2020 - March 2026 · 5 yrs 11 mos
Raymond James & Associates, INC.
April 2007 - April 2020 · 13 yrs
Raymond James & Associates, INC.Broker
March 2007 - April 2020 · 13 yrs 1 mo
RBC Dain Rauscher INC.
August 2000 - April 2007 · 6 yrs 8 mos
RBC Dain Rauscher INC.Broker
July 2000 - April 2007 · 6 yrs 9 mos
Southwest Securities, INC.Broker
November 1995 - July 2000 · 4 yrs 8 mos
Painewebber IncorporatedBroker
May 1991 - October 1995 · 4 yrs 5 mos
Prudential Securities IncorporatedBroker
January 1985 - June 1991 · 6 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1984 - August 1984 · 0 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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