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Frequently Asked Questions

Why choose Beacon Pointe advisors?

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions.

How do I contact Beacon Pointe?

You can call its headquarters at (949) 718-1600, or you can send an email to [email protected] Visit the firm’s website to find the contact information for its many regional offices in the following cities: Newport Beach, CA Fresno, CA

What's new at Beacon Pointe?

Beacon Pointe opens an office in Plano, TX and also establishes the Retirement Plan Services Group to serve corporate retirement plans. Grown client assets under management to over $9 billion, and the firm is now coast-to-coast establishing its first East Coast office in Boston, MA.

What fees does Beacon Pointe charge?

Fees for the automated investment program: Beacon Pointe charges a rate of 0.50% of assets under management for clients in the automated investment program. Other fees may include fund fees, custodian fees and fees charged by independent managers. The firm doesn’t have any disciplinary disclosures on its record.


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