Sally Ng
Sally Ng is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Pleasant Hill, CA, with 37 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
Location
2255 Contra Costa Blvd., Pleasant Hill, CA, 94523
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sally sells non-variable insurance since 2004 and co-owns a promotional merchandise distribution firm, dedicating about 10% of her time to consulting and strategic planning. She also provides investment advisory services through WCG Wealth Advisors, LLC and Ng Wealth Advisors Inc., spending nearly full-time on these activities, and owns multiple real estate rental properties.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
LPL Financial LLC
Ng, Sally
MML Investors Services, INC.
MML Investors Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
Sun Investment Services CompanyBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations1 state
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.