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CFP
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CFP

Brandt Kuhn

Beacon Pointe Advisors, LLC
19 Years of Experience
Palm Desert, CA
Sells Insurance
View SEC Summary
View SEC Summary

Brandt Kuhn is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Palm Desert, CA, with 19 years of industry experience. Brandt 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

73833 El Paseo, Suite 102, Palm Desert, CA, 92260

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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

Brandt is a licensed insurance agent with Beacon Pointe Insurance Services, LLC since 2017, selling life and/or accident/health insurance. This takes minimal time and occurs during trading hours.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
July 2017 - April 2020 · 2 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2010 - July 2017 · 6 yrs 11 mos
Integrated Wealth Management, INC.
January 2010 - July 2017 · 7 yrs 6 mos
Integrated Wealth Management, INC.
October 2009 - December 2009 · 2 mos
Bcg Securities, INC.Broker
October 2009 - September 2010 · 11 mos
LPL Financial Corporation
August 2008 - September 2009 · 1 yr 1 mo
LPL Financial CorporationBroker
January 2007 - September 2009 · 2 yrs 8 mos
State Registrations2 states
CATX
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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