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AG
CFP
AG
CFP

Alisa Garnek

Beacon Pointe Advisors, LLC
10 Years of Experience
Bala Cynwyd, PA
Sells Insurance
View SEC Summary
View SEC Summary

Alisa Garnek is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Bala Cynwyd, PA, with 10 years of industry experience. Alisa 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
—
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Location

Two Bala Plaza, Suite 806, Bala Cynwyd, PA, 19004

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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

Alisa is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, selling life and/or accident/health insurance since 2018. This activity requires minimal time and occurs during securities trading hours.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
March 2018 - April 2020 · 2 yrs 1 mo
Janney Montgomery Scott LLC
October 2016 - March 2018 · 1 yr 5 mos
Janney Montgomery Scott LLCBroker
August 2016 - March 2018 · 1 yr 7 mos
State Registrations1 state
PA
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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