Beacon Pointe Advisors

Financial Advisor in Durham, NC

Firm Info
Address: 3211 Shannon Rd Suite 200, Durham, NC 27707, USA
Phone: (919) 695-9781

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)

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Beacon Pointe Advisors, LLC Overview

Beacon Pointe Advisors, LLC is a fee-only investment advisory firm based in Newport Beach, CA. Since 2002, they have been offering investment advice services to individuals, small businesses, pooled investment vehicles, businesses, and institutional clients. Additionally, they provide pension consulting services, advisory selection, publication of periodicals and newsletters, educational seminars, workshops, and consulting services to their clients. Their financial planning services are designed to help clients achieve their financial goals, while their portfolio management services include managing investment portfolios of both individuals and small businesses. The firm specializes in portfolio management for businesses and institutional clients, helping them create investment strategies that align with their specific financial goals and needs. Beacon Pointe Advisors also offers pension consulting services, which assist in the creation of pension plans that meet the unique needs of their clients. The firm provides advisory selection services, helping clients to select the most appropriate advisors for their investment needs. They also publish periodicals and newsletters for their clients, keeping them informed about market trends and investment opportunities. The firm provides educational seminars and workshops designed to help clients understand current financial trends and make informed investment decisions. Lastly, Beacon Pointe Advisors offers consulting services to their clients, including professional guidance on tax planning, estate planning, trust services, and risk management. Overall, Beacon Pointe Advisors is a comprehensive investment advisor firm committed to helping their clients achieve their financial goals and secure their financial futures.

BEACON POINTE ADVISORS, LLC caters to a diverse array of clients. Among the clientele, there are individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporations not listed. Each client is unique and requires individualized attention and solutions that are customized to fit their specific needs. BEACON POINTE ADVISORS, LLC has flexible fee structures to accommodate the varying needs of their clients. These fees are determined by the service provided and can be configured as a percentage of assets under management (AUM), fixed fees, or hourly. The percentage of AUM is a common fee structure for investment management that charges a percentage of assets under the advisor's control. Fixed fees, on the other hand, are predetermined fees that are charged regardless of the amount of assets managed. Lastly, an hourly fee structure charges for advisory services on an hourly basis. This encourages clients to utilize the services as needed and pay for services received. Ultimately, these flexible fee structures allow BEACON POINTE ADVISORS, LLC to work closely with clients to create investment strategies that fit perfectly into their financial budgets.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Beacon Pointe Advisors' Managed Account Program is $1 million, as stated in their Part 2 Brochure. Clients are typically required to maintain this minimum account size, and significant fund withdrawals may require additional deposits to continue management of accounts. The firm also reserves the right to reduce or waive the minimum requirement at their discretion.

How This Office Can Help Durham, NC Residents

Beacon Pointe Advisors is a financial advisory firm that offers a wide range of services to assist clients in Durham, NC. The firm specializes in providing customized investment management, financial planning, and advisory services that are tailored to meet the unique needs of each client. With a deep understanding of the Durham community and its economic conditions, Beacon Pointe Advisors offers strategies to mitigate the volatile investment portfolios. Clients in Durham, NC, may be facing unique financial situations such as managing assets in a volatile market, planning for retirement, or building a diversified investment portfolio. The team at Beacon Pointe Advisors is committed to helping clients address these challenges and achieve their financial goals through comprehensive financial planning, investment management, and ongoing education on the latest economic trends and developments. They work closely with clients to fully understand their financial needs and objectives, and then develop a customized plan to help them achieve success. Whether you are an individual, a family, or a business owner in Durham, NC, Beacon Pointe Advisors can provide the financial guidance you need to succeed.

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 3211 Shannon Rd Suite 200, Durham, NC 27707, USA
Phone (919) 695-9781
Directions
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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.

FREQUENTLY ASKED QUESTIONS

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