Emma Smith is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Denver, CO, with 5 years of industry experience. Emma 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
2000 S. Colorado Blvd, Suite 1150, Denver, CO, 80222
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Emma works as an assistant wedding planner for Olive & Co., dedicating a few hours per week. She assists on the day of the wedding, primarily on three weekends.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
William Blair & Company L.L.C.
William BlairBroker
State Registrations1 state
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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