Beacon Pointe Advisors

Retirement Planning Firm in San Jose, CA

Firm Info
Address: 50 W San Fernando St Suite 405, San Jose, CA 95113, USA
Phone: (408) 558-1660

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 fee-only registered investment advisory firm based in Newport Beach, CA. Since its inception in 2002, the firm has focused solely on providing investment advice to its clients. Their fee arrangement ensures that clients only pay for their advice without any hidden commissions or charges. The firm offers a wide range of services for individuals, small businesses, and institutional clients. Their services include financial planning, portfolio management, pension consulting, and selecting other advisors. They also publish periodicals and newsletters and offer educational seminars and workshops to keep their clients informed about the latest trends and investment strategies. One of the unique services offered by BEACON POINTE ADVISORS, LLC is their portfolio management services for pooled investment vehicles. The firm is experienced in handling complex and diverse investment portfolios for its clients, ensuring that their investments are diversified and aligned with their investment objectives. Apart from their investment advisory services, the firm also offers consulting services to its clients. These consulting services include asset allocation analysis, investment policy statement creation, manager research, and due diligence. Overall, BEACON POINTE ADVISORS, LLC is a highly experienced investment advisory firm that offers a wide range of services tailored to meet the unique needs of each client. Their focus on providing quality advice and transparent fee arrangements make them a trusted partner for any investment needs.

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 San Jose, CA Residents

Beacon Pointe Advisors assists clients in San Jose, CA by providing comprehensive financial planning services. They offer customized solutions for individuals and families facing various financial situations, such as retirement planning, investment management, tax planning, and estate planning. The firm's team of professionals has extensive experience in serving clients in the Bay Area, which provides them with an in-depth understanding of the economic and financial environment in San Jose. Clients living in San Jose, CA may face unique financial challenges, such as navigating the high cost of living and ensuring a secure retirement. Beacon Pointe Advisors is equipped to help these clients address their financial goals and priorities through a personalized approach. The firm's advisors work collaboratively with clients to create a comprehensive financial plan that is tailored to their specific needs and circumstances. By providing ongoing support and guidance, Beacon Pointe Advisors helps clients in San Jose, CA achieve financial success and peace of mind.

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 50 W San Fernando St Suite 405, San Jose, CA 95113, USA
Phone (408) 558-1660
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.