Stacy Bakri is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Newport Beach, CA, with 24 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
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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
Stacy Bakri
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.
Charles Schwab & CO., 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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