Catherine Jenson
Catherine Jenson is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Newport Beach, CA, with 11 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
Location
24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660
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Regulatory History (1)
Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Catherine is a registered representative with Purshe Kaplan Sterling Investments since 2020, and an agent for Beacon Pointe Insurance Services, LLC since 2024, selling insurance products. She also serves as a board member on the finance and investment committee for St. Croix Valley Foundation and owns SPES AGRARIUS, LLC for land ownership, while dedicating full-time hours as a financial advisor at Beacon Pointe Advisors, LLC.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Beacon Pointe Advisors, LLC
Landmark Wealth Management Group
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.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.