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Beacon Pointe

Beacon Pointe

Financial Services

Newport Beach, CA 8,409 followers

An independent advisory firm dedicated to providing clients with objective, thoughtful investment & financial guidance.

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About us

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. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.

Website
http://www.beaconpointe.com
Industry
Financial Services
Company size
501-1,000 employees
Headquarters
Newport Beach, CA
Type
Privately Held
Founded
2002
Specialties
Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search, Institutional Consulting, Retirement Plan Services, Employee Sponsored Retirement Plan, Financial Planning, Retirement Planning, Estate Planning, Strategic Tax Planning, Healthcare Planning, Investment Management, Family Office Services, and Private Foundations

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