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Mark Generales

Beacon Pointe Advisors, LLC
44 Years of Experience
Bonita Springs, FL
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Mark Generales is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Bonita Springs, FL, with 44 years of industry experience. Mark 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

9240 Bonita Beach Rd, Suite 2211, Bonita Springs, FL, 34135

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2003
Customer Dispute
September 1987
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is an agent for Beacon Pointe Insurance Services, LLC since 2022, selling life, health, and accident insurance products. This takes a few hours per week.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2022 - October 2024 · 2 yrs 8 mos
Southern Trust Financial Planning
January 2010 - March 2022 · 12 yrs 2 mos
Securities America, INC.Broker
October 2009 - February 2022 · 12 yrs 4 mos
Colonial Brokerage, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
Melhado, Flynn & Associates, INC.Broker
December 2004 - May 2008 · 3 yrs 5 mos
AXA Advisors, LLCBroker
December 2002 - July 2003 · 7 mos
AXA Distributors, LLCBroker
February 2001 - June 2002 · 1 yr 4 mos
AXA Advisors, LLCBroker
January 1998 - December 2000 · 2 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1998 - January 2000 · 2 yrs
Equitable Distributors, INC.Broker
August 1996 - May 1998 · 1 yr 9 mos
Occ DistributorsBroker
November 1994 - April 1996 · 1 yr 5 mos
Midland Walwyn Capital CorporationBroker
August 1992 - June 1994 · 1 yr 10 mos
Kemper Securities Group, INC.Broker
May 1991 - September 1991 · 4 mos
Lehman Brothers INC.Broker
May 1988 - April 1991 · 2 yrs 11 mos
E. F. Hutton & Company INCBroker
July 1978 - May 1988 · 9 yrs 10 mos
State Registrations2 states
FLTX
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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Mark Generales - Financial Advisor | TrueAdvisor