Charlotte, NC Office

Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan (RPS) platform services, and outsourced chief investment officer (OCIO) services to a broad client base that includes individual investors (including high-net-worth clients), corporations, pension and profit‑sharing plans, and other institutional clients. The firm charges asset‑based advisory fees and offers portfolio management for individuals alongside custodian‑based reporting and performance measurement services.

Investment implementation typically combines Beacon Pointe’s asset‑allocation modeling with third‑party Independent Managers drawn from its internally maintained “Focus List,” selected through quantitative and qualitative due diligence and monitored on an ongoing basis. The firm employs both active and passive strategies across public and private asset classes, uses Envestnet’s UMA platform (and SEI in limited instances) for operational support, and provides quarterly performance reporting, plan‑level analytics, and participant education for retirement plans.

Beacon Pointe’s brochure highlights several features that distinguish it from many enterprise peers: it acts as general partner for proprietary private funds (including real estate‑ and credit‑focused vehicles such as the BP Real Estate Opportunities and BP Credit Opportunities funds) and serves as adviser to a continuously offered interval fund (BPMAX), arrangements the firm discloses and describes alongside related conflict‑management policies. The firm also documents legacy/acquired‑firm relationships and fee transitions, discloses related entities (e.g., Port Street Investments, Beacon Pointe GP, and an affiliated insurance agency), and notes institutional relationships and communications practices that go beyond the typical enterprise advisory model.