Michael
Gonzalez
Beacon Pointe Advisors, LLC
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About this Advisor
Michael Gonzalez is a financial advisor based out of Newport Beach, California with a total of 3 years of industry experience. Gonzalez currently works for Beacon Pointe Advisors, LLC. Gonzalez has gained experience at Sei Investments Management Corporation, Sei Investments, Pennsylvania State University, Iroko Pharmaceuticals, Sungard, Beacon Pointe Wealth Advisors, LLC and Beacon Pointe Advisors, LLC. Gonzalez has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Pennsylvania. Beacon Pointe Advisors, LLC is a financial advisory company based in Newport Beach, CA. The investment advisory business has offices in 26 locations and a total of 420 advisors. It has $23 billion in assets under management among its 42,223 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 85 charities and foundations. Of its 42,223 client accounts, 36% are held by high-net-worth investors who have at least $1 million in assets. Beacon Pointe Advisors, LLC performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules usually depend on which services the firm provides the client. Fees charged by Beacon Pointe Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Michael Gonzalez Work History
Michael has been registered as a financial advisor for 3 years.*
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Sei Investments Management Corporation
Sei Investments
Sungard
Iroko Pharmaceuticals
Pennsylvania State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Gonzalez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Draper, UT
Denver, CO
Campbell, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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