TrueAdvisor
TrueAdvisor
AS
AS

Alexandra Nicole Schmidt

Beacon Pointe Advisors, LLC
4 Years of Experience
View SEC Summary
View SEC Summary
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

24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660

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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
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Northstar Investment Advisors LLC
February 2021 - August 2021 · 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.