Alexander Kassouf
Alexander Kassouf is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Newport Beach, CA, with 14 years of industry experience. Alexander 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
Average Client Portfolio
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.
Location
24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Criminal
May 1991Other Business ActivitiesSells Insurance
Alexander is a board member, Vice President, and Secretary for The Kassouf Foundation, dedicating minimal time. He is also a licensed insurance agent with Beacon Pointe Insurance Services, LLC, selling life and/or accident/health insurance, dedicating a few hours per week.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Investors Capital CORP.Broker
State Registrations2 states
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.