Peter Sousa is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Larkspur, CA, with 21 years of industry experience. Peter 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
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA, 94939
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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 →Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Im Global US Distributors LLCBroker
Alps Distributors, INC.Broker
Blackrock Fund Distribution CompanyBroker
Blackrock Fund Advisors
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Bear, Stearns & CO. INC.Broker
Banc of America Securities LLCBroker
Robertson Stephens, INC.Broker
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.
Exams
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