Mark Generales
Mark Generales is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Bonita Springs, FL, with 43 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
Location
9240 Bonita Beach Rd, Suite 2211, Bonita Springs, FL, 34135
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2003Customer Dispute
September 1987Other 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
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Southern Trust Financial Planning
Securities America, INC.Broker
Colonial Brokerage, INC.Broker
Melhado, Flynn & Associates, INC.Broker
AXA Advisors, LLCBroker
AXA Distributors, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Equitable Distributors, INC.Broker
Occ DistributorsBroker
Midland Walwyn Capital CorporationBroker
Kemper Securities Group, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations2 states
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.