Guides › Financial Advisor Fees
Updated September 23, 2026. Quick answer: Beacon Pointe Advisors is a registered investment adviser. Per its own current fee brochure, a $500,000 account would run up to $7,500 a year (the published maximum) under its published fee schedule; the minimum to open an account is $1,000,000 for Wealth Advisory Services. Already a client and thinking about leaving? Budget $0 from Beacon Pointe itself; about $50.00 if you are custodied at Schwab. Is it a fiduciary? Yes, as a registered investment adviser, on the advisory services this page covers.
Beacon Pointe Advisors at a glance
| Fact | What Beacon Pointe Advisors’ own pages say |
|---|---|
| Legal entity | Beacon Pointe Advisors, LLC |
| Registration | Beacon Pointe Advisors, LLC is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser. |
| Fee on a $500,000 account | Up to $7,500 a year (the published maximum), per its own current brochure |
| Minimum to open an account | $1,000,000 for Wealth Advisory Services |
| Cost to leave (exit fee) | $0 from Beacon Pointe itself; about $50.00 if you are custodied at Schwab |
What Beacon Pointe Advisors’ own fee schedule charges
“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.”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $7,500 |
| $1,000,000 | $15,000 |
| $2,000,000 | $30,000 |
See the full breakdown, including how the figure is calculated, on Beacon Pointe Advisors’ own fee page.
Is Beacon Pointe Advisors a fiduciary?
Beacon Pointe Advisors, LLC is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser.
“When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
Some of our financial professionals earn additional compensation from insurance or brokerage commissions through activities outside of Beacon Pointe’s investment advisory services.
Full detail, including the exact registration type and source: Beacon Pointe Advisors’ fiduciary status, explained.
The minimum to open an account
“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.”
$1,000,000 for Wealth Advisory Services. See the full minimum-investment breakdown, including what that minimum would cost per year, on Beacon Pointe Advisors’ minimum investment page.
What it costs to leave
Beacon Pointe Advisors charges nothing extra beyond 30 days’ written notice and a pro-rated refund of any prepaid unearned fee, and its own fee schedule explicitly excludes custodian fees. If you are custodied at Charles Schwab, budget $50.00 per account for a full outgoing transfer; its other named custodians publish no comparable figure.
Full mechanics, sources, and the ACATS transfer process: how to leave Beacon Pointe Advisors.
What we would compare it against
Before you decide, run the numbers against another firm using the financial advisor fee comparison, or price the dollar cost of any percentage fee over time with the Financial Advisor Fee Calculator and the Fee Drag Calculator.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
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
- Beacon Pointe Advisors, LLC Form CRS (March 31, 2026): https://reports.adviserinfo.sec.gov/crs/crs_119290.pdf
- 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, drawing directly on Beacon Pointe Advisors’ own current fee brochure and Form CRS, both linked above, plus this site’s own already-published fiduciary, minimum-investment, and (where one exists) how-to-leave pages for the same firm, each independently sourced when it was built. 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 Beacon Pointe Advisors’ own Form ADV Part 2A and Form CRS. We have not used Beacon Pointe Advisors as a client. Beacon Pointe Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.