John Levi
John Levi is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Newport Beach, CA, with 32 years of industry experience. John 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
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
John is an Investment Advisor Representative (IAR) with Beacon Pointe Advisors, dedicating full-time hours to providing advice. He also sells fixed insurance products as an agent, spending a few hours per week, and is a silent partner in River Falls QOZB, LLC, an assisted living property, dedicating minimal time. Finally, John is a landlord for a rental property, spending minimal time.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Landmark Wealth Management Group
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
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.