Donald Lord is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Newport Beach, CA, with 22 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
Contact
Donald Lord
Location
24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
The Family Firm, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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