Robert Ingham
Robert Ingham is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in San Diego, CA, with 32 years of industry experience. Robert 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
3131 Camino Del Rio North, Suite 370, San Diego, CA, 92108
Get directionsHistory
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
Robert is an agent for Beacon Pointe Insurance Services, LLC, selling life, health, and accident insurance products since December 2023. This takes a few hours per week.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Advanced Practice Advisors, LLC
Ingham Wealth Management, INC
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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
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