Beacon Pointe Advisors

Retirement Planning Firm in Del Mar, CA

Firm Info
Address: 12750 High Bluff Dr Suite 460, San Diego, CA 92130, USA
Phone: (858) 766-6524

Firm Size
Assets Under Management: $23.7 billion
# of Advisors: 200
# of Clients: 40,470
Client to Advisor Ratio: 202:1
Average Account Size: $584,990
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Beacon Pointe Advisors, LLC Overview

BEACON POINTE ADVISORS, LLC is a fee-only registered investment advisory firm that has been in business since 2002. The firm is headquartered in Newport Beach, CA and provides investment advice only to individuals, small businesses, institutional clients, and pooled investment vehicles. Their services range from financial planning to pension consulting services, and they also offer the selection of other advisors, educational seminars and workshops, and other consulting services. BEACON POINTE ADVISORS, LLC is committed to providing their clients with exceptional portfolio management services. They offer portfolio management services for individuals, small businesses, and institutional clients, as well as business and pension consulting services. The firm provides their clients with a strategic approach to investment planning that is tailored to meet their unique needs and goals. In addition to their portfolio management services, BEACON POINTE ADVISORS, LLC also offers educational seminars and workshops to help their clients make better financial decisions. They also provide other consulting services beyond investment advice, including publications of periodicals or newsletters. The firm's commitment to providing exceptional service, along with their comprehensive range of services, has made them a trusted and respected name in the investment advisory industry.

BEACON POINTE ADVISORS, LLC caters to a diverse range of clients, from individuals to high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporate types not mentioned. With such a wide clientele, BEACON POINTE ADVISORS, LLC employs an equally broad range of expertise to provide financial, investment, and wealth management services that suit each client's unique requirements. BEACON POINTE ADVISORS, LLC offers flexible fee structures based on the services rendered. The firm typically charges a percentage of AUM (Assets Under Management) as the fee, making it ideal for clients with a significant portfolio. They also offer hourly fees for clients who require specific financial or investment advice and fixed fees for one-time consultations or specific services. BEACON POINTE ADVISORS, LLC provides transparent and comprehensive fee structures that make their services accessible to a broad range of clients with various financial situations.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Beacon Pointe Advisors, LLC is $1 million for the Managed Account Program, as stated in their Part 2 Brochure note about investment minimums. However, they reserve the right to reduce or waive the minimum requirements at their discretion. They also mention that family accounts can be combined to meet the minimum account size requirement. Additionally, significant fund withdrawals may result in a request for additional fund deposits to continue account management.

How This Office Can Help Del Mar, CA Residents

Beacon Pointe Advisors is a financial advisory firm that assists clients in Del Mar, CA with their financial needs. The firm provides a range of services, including investment management, retirement planning, estate planning, tax planning, and more. The team works closely with clients to understand their financial goals and create a customized plan to help them reach those goals. Del Mar, CA is a wealthy suburb of San Diego and many of its residents have significant wealth and complex financial situations. Beacon Pointe Advisors understands the challenges of managing wealth and provides clients with expert guidance to help them make informed decisions about their finances. Additionally, Del Mar is home to many retirees, and the firm has extensive experience helping clients navigate the unique challenges of retirement planning. With its comprehensive suite of services and specialized expertise, Beacon Pointe Advisors is well-equipped to assist clients in Del Mar, CA with all of their financial needs.

To view the Minimum Investment and Fee Schedule for Beacon Pointe Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Beacon Pointe Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Beacon Pointe Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 12750 High Bluff Dr Suite 460, San Diego, CA 92130, USA
Phone (858) 766-6524
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 24 CORPORATE PLAZA, SUITE 150, NEWPORT BEACH, CA 92660, United States

This firm has no other locations.

State Registrations

Beacon Pointe Advisors, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Beacon Pointe Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.