Beacon Pointe Advisors

Retirement Planning Firm in Campbell, CA

Firm Info
Address: 900 E Hamilton Ave #120, Campbell, CA 95008, USA
Phone: (408) 261-3300

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

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Beacon Pointe Advisors, LLC Overview

Beacon Pointe Advisors, LLC is an investment advisory firm based in Newport Beach, California. The firm has been in business since 2002 and specializes in investment advice for individuals and small businesses. They are a fee-only firm, which means they do not charge commissions and are not tied to specific investment products. In addition to financial planning, Beacon Pointe Advisors offers portfolio management services for individuals and small businesses, as well as pooled investment vehicles. They also provide portfolio management services for businesses or institutional clients and offer pension consulting services. Beacon Pointe Advisors prides itself on selecting the best advisors and investment products for their clients. They publish periodicals and newsletters to help educate their clients about the investment process and offer educational seminars and workshops. Additionally, they offer consulting services for clients who need help with specific financial planning issues. Overall, Beacon Pointe Advisors is a full-service investment advisory firm that provides a wide range of comprehensive financial services to individuals, small businesses, and institutional clients. With their years of experience and expertise in the industry, they are well-equipped to help clients achieve their financial goals and objectives.

BEACON POINTE ADVISORS, LLC is a distinguished financial advisory firm with an extensive client portfolio across the financial spectrum. They take pride in their ability to serve clients across various industries and unique financial circumstances. BEACON POINTE ADVISORS, LLC serves individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. BEACON POINTE ADVISORS, LLC understands that each client has a unique financial circumstance and takes a personalized approach to their service offerings. BEACON POINTE ADVISORS, LLC offers a wide range of fee structures depending on the services provided. One of the commonly used fees structures is a percentage of assets under management (AUM). This fee structure takes into account the amount of funds managed by the advisory firm on behalf of clients. BEACON POINTE ADVISORS, LLC, offers an hourly fee structure to provide clients with one-time financial advisory services. This fee structure may be ideal for individuals or entities that require specific financial planning advice. Finally, BEACON POINTE ADVISORS, LLC also offers fixed fees to provide a more predictable and stable cost structure. This fee structure may be ideal for individuals or entities that require one-time financial advice or comprehensive financial planning services. Regardless of the fee structure, BEACON POINTE ADVISORS, LLC prides itself on providing transparent fee schedules for all clients.

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 Campbell, CA Residents

As an independent Registered Investment Advisor (RIA), Beacon Pointe Advisors assists clients in Campbell, CA with a wide range of financial needs. Whether individuals are just starting their careers or approaching retirement, the firm's experienced advisors offer comprehensive financial planning services to help clients achieve their goals. Campbell, CA residents may face a number of unique financial challenges, such as high cost of living, increasing healthcare expenses, and volatile housing market. To address these challenges, Beacon Pointe Advisors provides customized financial planning solutions tailored to each client's specific needs. The firm's advisors can help with investment management, retirement planning, tax optimization, estate planning, and more, ensuring clients have a clear financial roadmap for every stage of life. With a focus on risk management and long-term returns, Beacon Pointe Advisors aims to help Campbell clients achieve financial security and success.

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 900 E Hamilton Ave #120, Campbell, CA 95008, USA
Phone (408) 261-3300
Directions
Google My Business Reviews:
2 Stars

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.