Merriweather
Mule
Beacon Pointe Advisors, LLC
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About this Advisor
Merriweather Mule is a certified financial planner working in Charleston, South Carolina who has 1 year of relevant experience. Mule currently works for Beacon Pointe Advisors, LLC. The advisor has gained experience at Beacon Pointe Advisors, LLC, Cornercap Investment Counsel, None, Northwestern Mutual and None-Homemaker. Mule is able to advise clients in South Carolina. Beacon Pointe Advisors, LLC is an advisory firm that has its headquarters in Newport Beach, CA. The firm has offices in 26 locations and a total of 420 people on staff. It handles $23 billion in assets across its 42,223 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 85 charities and foundations. Of its 42,223 accounts, 36% are held by high-net-worth individuals who have greater than $1 million in assets. Beacon Pointe Advisors, LLC provides a number 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 fees largely are based on which service is offered. However, fee types billed 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
Merriweather Mule Work History
Merriweather has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, LLC
Cornercap Investment Counsel
None
Northwestern Mutual
None-Homemaker
Cornercap Investment Counsel
*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 Merriweather Mule 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
Campbell, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Denver, CO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
