Beacon Pointe Advisors, Llc
24 CORPORATE PLAZA, Newport Beach, California 92660
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
management fee (0.95% per annum) in the Fund’s prospectus. • The BPMAX management fee may higher or lower than the advisory fee clients might otherwise pay to Beacon Pointe for non-fund assets. This means that depending on the f
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.