TrueAdvisor
TrueAdvisor
KF
CFP
KF
CFP

Keith Ferguson

Beacon Pointe Advisors, LLC
16 Years of Experience
Dallas, TX
View SEC Summary
View SEC Summary

Keith Ferguson is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Dallas, TX, with 16 years of industry experience. Keith 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
468 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
—
View Full SEC Brochure

Location

5960 Berkshire Lane, Suite 1150, Dallas, TX, 75225

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Benchmark Private Wealth Management, LLC
January 2021 - July 2022 · 1 yr 6 mos
Innovation Partners LLCBroker
January 2021 - October 2021 · 9 mos
Raymond James Financial Services, INC.Broker
October 2015 - January 2021 · 5 yrs 3 mos
Raymond James Financial Services Advisors, INC
October 2015 - January 2021 · 5 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
March 2012 - October 2015 · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2012 - October 2015 · 3 yrs 7 mos
Wells Fargo Advisors, LLC
July 2010 - March 2012 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
June 2010 - March 2012 · 1 yr 9 mos
State Registrations1 state
TX
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.
More Advisors
More financial advisors in Dallas, TX →All financial advisors in Texas →