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CFP
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CFP

Thomas Behr

Beacon Pointe Advisors, LLC
30 Years of Experience
Indianapolis, IN
Sells Insurance
View SEC Summary
View SEC Summary

Thomas Behr is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Indianapolis, IN, with 30 years of industry experience. Thomas 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

8900 Keystone Crossing, Suite 610, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Thomas is a trustee for two family insurance trusts, dedicating minimal time to each. He also works as an agent for Beacon Pointe Insurance Services, selling life, health, and accident insurance products for a few hours per week.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Lion Street Financial, LLCBroker
June 2015 - September 2023 · 8 yrs 3 mos
NFP Advisor Services, LLCBroker
March 2009 - June 2015 · 6 yrs 3 mos
Rmin Securities, INC.Broker
September 2001 - February 2007 · 5 yrs 5 mos
James Sprout & Associates INC
September 2000 - October 2004 · 4 yrs 1 mo
Elite Investments, LLCBroker
July 2000 - September 2001 · 1 yr 2 mos
1st Global Capital CORP.Broker
October 1998 - August 2000 · 1 yr 10 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - October 1998 · 4 mos
Cigna Financial Advisors,inc.Broker
February 1994 - June 1998 · 4 yrs 4 mos
State Registrations1 state
IN
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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