Beacon Pointe Advisors is an independently owned registered investment advisor headquartered in Newport Beach, California, with substantial assets under management. The firm provides comprehensive wealth advisory services, which include active portfolio management, asset allocation modeling, and the selection and ongoing monitoring of third-party independent money managers. Beacon Pointe works primarily with individual private clients, high-net-worth families, and institutional investors. In addition to investment management, Beacon Pointe offers financial planning covering retirement, education funding, risk management, and wealth transfer. The firm also provides specialized consulting for employer-sponsored retirement plans, outsourced chief investment officer services, and access to proprietary private funds and interval funds. Beacon Pointe utilizes several institutional custodians for client assets and employs a disciplined, research-driven approach to portfolio diversification and risk 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.
