Guides › Financial Advisor Fees
Updated September 23, 2026. Quick answer: $1,000,000 for Wealth Advisory Services. Beacon Pointe Advisors’ own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Beacon Pointe Advisors’ own published fee schedule works out to $15,000 a year.
The minimum, in the firm’s own words
“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.”
On waivability: “Beacon Pointe reserves the right to reduce or waive the account minimum requirements at our discretion.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Wealth Advisory Services | $1,000,000 | $15,000 | Yes, at the firm’s discretion |
| Source: Beacon Pointe Advisors, LLC Form ADV, Part 2A, March 31, 2026 | |||
$1,000,000 at Beacon Pointe’s disclosed 1.50% ceiling: $1,000,000 x 1.50% = $15,000.
Beacon Pointe Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $7,500 |
| $1,000,000 | $15,000 |
| $2,000,000 | $30,000 |
What else to know
Beacon Pointe separately discloses a $5,000-a-year minimum fee ($1,250 per quarter) alongside its $1 million account-size minimum.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Beacon Pointe Advisors’ own published fee schedule runs up to $7,500 a year (the published maximum); see the full dollar breakdown from Beacon Pointe Advisors’ own fee disclosure across several account sizes.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See what it costs to leave Beacon Pointe Advisors, or read the general mechanics of switching financial advisors.
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Source: WiserAdvisor’s service descriptionSources
- 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 23, 2026, quoting directly from Beacon Pointe Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.