Scott Plamondon
Scott Plamondon is a ChFC-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Newport Beach, CA, with 30 years of industry experience. Scott 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
24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Scott sells fixed annuities, life insurance, and health insurance, dedicating a few hours per week to servicing renewals. He is also a Vice President and Agent at Beacon Pointe Insurance Services, LLC, spending nearly full-time selling life and/or accident/health insurance.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
NFP Securities, INC.Broker
NFP Securities, INC.
The Leaders Group, INC.Broker
Duerr Financial CorporationBroker
Mimlic Sales CorporationBroker
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.