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CFA
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CFA

Ryan Trabant

Beacon Pointe Advisors, LLC
8 Years of Experience
Lake Elmo, MN
View SEC Summary
View SEC Summary

Ryan Trabant is a CFA-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Lake Elmo, MN, with 8 years of industry experience. Ryan 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
—
View Full SEC Brochure

Location

8665 Hudson Blvd N Suite 100, Lake Elmo, MN, 55042

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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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Employment History
Current Registrations
Beacon Pointe Advisors, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Landmark Wealth Management Group
August 2022 - November 2024 · 2 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2020 - October 2023 · 3 yrs 3 mos
Thrivent Advisor Network, LLC
June 2020 - August 2022 · 2 yrs 2 mos
Thrivent Investment Management INC.Broker
November 2019 - July 2020 · 8 mos
Thrivent Investment Management INC.
November 2019 - July 2020 · 8 mos
Wealth Enhancement Advisory Services, LLC
January 2019 - October 2019 · 9 mos
LPL Financial LLC
July 2018 - July 2018 · 0 mos
Wealth Enhancement Brokerage Services, LLCBroker
April 2018 - October 2019 · 1 yr 6 mos
LPL Financial LLCBroker
March 2018 - November 2019 · 1 yr 8 mos
State Registrations1 state
MN
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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