Alexander Kassouf
Alexander Kassouf is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Newport Beach, CA, with 14 years of industry experience. Alexander 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
24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Criminal
May 1991Other Business ActivitiesSells Insurance
Alexander is a board member, Vice President, and Secretary for The Kassouf Foundation, dedicating minimal time. He is also a licensed insurance agent with Beacon Pointe Insurance Services, LLC, selling life and/or accident/health insurance, dedicating a few hours per week.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Investors Capital CORP.Broker
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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