Guides › Financial Advisor Fees
Updated September 18, 2026. Quick answer: Beacon Pointe Advisors discloses a maximum, individually negotiated rate of 1.5% in its Beacon Pointe Advisors, LLC Form ADV, Part 2A (March 31, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Beacon Pointe Advisors, LLC Form ADV, Part 2A (March 31, 2026): “The advisory fee for private clients generally ranges from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250, and can be waived at our discretion. Generally, Beacon Pointe requires clients to maintain a minimum account size of $1 million but reserves the right to reduce or waive the minimum account requirement at our discretion.”
The published maximum: 1.5% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $30,000 | 1.50% |
Beacon Pointe discloses a negotiated range (0.50% to a maximum of 1.50%) rather than a fixed breakpoint table, so dollar_at uses the disclosed ceiling of 1.50%, floored at the disclosed minimum quarterly fee of $1,250 (= $5,000/year): max(balance x 0.015, 5000). $250,000 x 0.015 = $3,750, below the $5,000 floor, so $5,000 applies. $500,000 x 0.015 = $7,500 (above floor). $1,000,000 x 0.015 = $15,000. $2,000,000 x 0.015 = $30,000. Beacon Pointe’s stated typical account minimum is $1 million, so the $250,000 and $500,000 figures assume the minimum is waived, which the brochure says the firm may do at its discretion.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Beacon Pointe Advisors’s own published maximum rate runs up to $7,500 a year.
Comparing Beacon Pointe Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Beacon Pointe Advisors, LLC Form ADV, Part 2A (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037104
- SEC Investment Adviser Public Disclosure, Beacon Pointe Advisors, LLC (CRD #119290): https://adviserinfo.sec.gov/firm/summary/119290
- Beacon Pointe Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/119290/PDF/119290.pdf
Methodology. This page was built September 18, 2026, drawing on Beacon Pointe Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Beacon Pointe Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
Thinking about leaving Beacon Pointe Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
What does it take to open an account? See Beacon Pointe Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Weighing whether to move ahead? Read the full Beacon Pointe Advisors review, including its fiduciary status and what it costs to leave.
Comparing Beacon Pointe Advisors against other options? See Beacon Pointe Advisors alternatives, including a flat-fee route and a robo/hybrid, plus a lower-fee full-service firm.