Advisor at Beacon Pointe Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Newburyport, MA 01950
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Robert Miller is a CFP® with 33 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has been involved with The Financial Advisors, LLC since 1994, where he serves as President and Investment Adviser Representative. He is engaged in transitioning the advisory business following an acquisition. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes manager selection from a proprietary list, asset allocation modeling, and employs a formal due-diligence process while sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.
Based on Beacon Pointe Advisors, LLC
Based on Beacon Pointe Advisors, LLC
Fixed fees for financial planning and educational seminars, negotiable based on complexity
$0+: 0.50% to 1.50% annually (negotiable tiered range for Wealth Advisory Services) $0+: 0.02% to 0.04% annually platform fee for Envestnet UMA (minimum $50 per account) $0+: 0.50% to 2.00% annually for Wrap Fee Program $0+: 0.25% to 1.00% annually for American Funds F-2 Direct Program $0+: 0.05% to 0.50% annually for Retirement Plan Consulting Services $0+: 0.20% to 0.50% annually for Consulting Services (discretionary portfolios) $0+: 0.08% to 0.50% annually for Consulting Services (non-discretionary portfolios) $0+: 0.20% to 0.50% annually for Outsourced Chief Investment Officer Services (OCIO) $0+: 1.00% annual management fee for Private Funds (waived for clients of Beacon Pointe) $0+: 0.95% annual management fee for BPMAX Interval Fund
Hourly fees typically range between $350 and $500 per hour for consulting and financial planning services
Performance-based fees only for certain legacy private fund investments negotiated as a percentage of profits; no other performance-based fees charged
Annual retainer fees for consulting services, tiered based on assets under supervision
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250, waivable at discretion Fee-only: Consulting fees charged as annual retainers, project fees (minimum $25,000), or hourly fees ($350-$500/hr), financial planning fees hourly or fixed, generally negotiated
75 Water Street, Suite 523
Newburyport, MA 01950
Massachusetts · New Hampshire · Texas
Beacon Pointe Advisors, LLC
2026 - Present (1 year)
The Financial Advisors, LLC
1994 - 2026 (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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