Jameson Houten
Jameson Houten is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Scottsdale, AZ, with 23 years of industry experience. Jameson 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
6263 Scottsdale Rd., Ste 295, Scottsdale, AZ, 85250
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Stonegate Capital Advisors, LLC
Stonegate Capital Advisors, LLC
Crown Capital Securities, L.P.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan 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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