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Marc Wolff

Beacon Pointe Advisors, LLC
33 Years of Experience
Sarasota, FL
1 DisclosureSells Insurance
View SEC Summary
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Marc Wolff is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Sarasota, FL, with 33 years of industry experience. Marc 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
—
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Location

1943 Morrill Street Unit 1, Sarasota, FL, 34242

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History

Regulatory History (1)
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
October 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Marc owns SKRE LLC (beach cottages/rentals) and DIP Real Estate Properties (rental). He is also a managing partner at Ria Beacon Pointe, where he sells fixed annuities, manages advisory accounts, and offers insurance and long-term care, dedicating about half his time to this role. Marc also dedicates a few hours per week to selling fixed/traditional insurance products.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2022 - November 2024 · 2 yrs 9 mos
Securities America, INC.Broker
June 2009 - February 2022 · 12 yrs 8 mos
Moors & Cabot, INC.Broker
June 2008 - April 2009 · 10 mos
Moors & Cabot, INC
October 2007 - April 2009 · 1 yr 6 mos
Moors & Cabot Financial Advisors, LLCBroker
July 2005 - June 2008 · 2 yrs 11 mos
Southern Trust Financial Planning
August 2004 - March 2022 · 17 yrs 7 mos
Moors & Cabot, INC.Broker
March 1999 - August 2006 · 7 yrs 5 mos
First Southeastern Securities Group, IncorporatedBroker
January 1995 - April 1999 · 4 yrs 3 mos
Meridian, Dunhill & CO., INC.Broker
May 1993 - March 1995 · 1 yr 10 mos
State Registrations2 states
FLTX
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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