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AP

Alexander Webster Pierce

Beacon Pointe Advisors, LLC
26 Years of Experience
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Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Beacon Pointe Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

5960 Berkshire Lane, Suite 1150, Dallas, TX, 75225

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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
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Oxbow Advisors, LLC
June 2011 - July 2023 · 12 yrs 1 mo
Herndon Plant Oakley LTD
May 2010 - April 2015 · 4 yrs 11 mos
Roger H. Jenswold & CO., INC.
April 1999 - May 2010 · 11 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.