Beacon Pointe Advisors

Retirement Planning Firm in Philadelphia County, PA

Firm Info
Address: Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004, USA
Phone: (610) 664-6100

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 a Registered Investment Advisory Firm that has been providing investment advice since 2002. The firm's headquarters are located in Newport Beach, CA. Beacon Pointe Advisors only charges fees for the services they provide so clients can be assured that they are getting impartial advice. The firm offers financial planning services to help clients achieve their financial goals. They also specialize in portfolio management for both individuals and small businesses. Beacon Pointe Advisors also manages pooled investment vehicles like mutual funds, exchange-traded funds (ETFs), and hedge funds. They also provide portfolio management services for businesses or institutional clients and pension consulting services. In addition to their investment advisory services, Beacon Pointe Advisors offers a range of other services. They help clients select other advisors, publish periodicals or newsletters, and conduct educational seminars and workshops. The firm also offers consulting services for other financial institutions to help them improve their investment strategies. Overall, Beacon Pointe Advisors is a comprehensive financial services provider that is focused on helping clients achieve their financial goals.

BEACON POINTE ADVISORS, LLC is an established wealth management firm that caters to a wide range of client types. From individuals seeking personalized financial advice to high net worth individuals requiring advanced wealth management solutions, the firm caters to all. In addition, BEACON POINTE ADVISORS, LLC also provides its services to pooled investment vehicles, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types. Through its extensive experience, the firm has developed a deep understanding of the unique needs of each client type, enabling it to offer tailored financial solutions that meet individual requirements. The wealth management fees charged by BEACON POINTE ADVISORS, LLC are structured to reflect the specific services provided. The firm offers its clients three primary fee structures, including percentage of Assets Under Management (AUM), hourly, and fixed fees. Clients with larger investable assets typically opt for the percentage of AUM structure, which is calculated as a percentage of the total assets managed by BEACON based on market value at the end of each quarter. Hourly fees are perfect for clients who require ad-hoc financial advice, additional guidance, or who want to work on a project-based basis. Finally, fixed fees are usually applied to specific wealth management services, such as financial planning, and are determined in advance based on the scope of the service provided. Overall, BEACON POINTE ADVISORS, LLC's flexible fee structures reflect the firm's commitment to providing its clients with the most appropriate and cost-effective solutions for their unique financial challenges.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Beacon Pointe Advisors, LLC is $1 million for their Managed Account Program, as noted in their Part 2 Brochure. Additionally, they reserve the right to reduce or waive the account minimum requirements at their discretion. However, it is unclear if there is an investment minimum for other programs or services they offer, as their Part 2 Brochure does not mention it.

How This Office Can Help Philadelphia County, PA Residents

Beacon Pointe Advisors assists clients in Philadelphia County, PA by providing financial planning and investment management services tailored to meet their individual needs. The firm offers a comprehensive range of services that seek to address the unique financial challenges faced by the residents of Philadelphia County, PA, including high taxes, rising healthcare costs, and an aging population. Beacon Pointe Advisors works with clients in Philadelphia County to develop personalized strategies for retirement planning, estate planning, and investment management. The firm takes into account the specific circumstances of each client, such as their income, savings, and lifestyle, to create a customized plan that addresses their unique financial goals. With Beacon Pointe Advisors' experienced team of financial advisors, clients in Philadelphia County can rest assured they are receiving comprehensive and proactive advice to help them achieve their financial goals.

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 Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004, USA
Phone (610) 664-6100
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
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.