Michael
Welch

Beacon Pointe Advisors, LLC

CRD#4215661
Investment Advisor
in Newport Beach, CA

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About this Advisor

Michael Welch is a certified financial planner working out of Newport Beach, California who has 2 years of relevant experience. Welch is currently employed by Beacon Pointe Advisors, LLC. Over the course of their career, they have held roles at Beacon Pointe Advisors, LLC, Kalos Capital, Inc and D.R. Saur Financial, Inc. Welch maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana and Texas. Beacon Pointe Advisors, LLC is a financial advisory business 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 among its 42,223 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 42,223 client accounts, 36% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a broad 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 typically depend on which services the firm provides the client. However, fee types billed by Beacon Pointe Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

24 Corporate Plaza Suite 150
Newport Beach, CA 92660

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Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$23,245,734,845

CA Average: $7,578,581,321
Total Number of Employees

420

CA Average: 43
Total Number of Accounts

42,223

CA Average: 3,727
Average Account Size

$550,547

CA Average: $2,033,427

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 Welch Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Beacon Pointe Advisors, LLC

2008 - 2019 (11 years)

Kalos Capital, Inc

2006 - 2021 (15 years)

D.R. Saur Financial, Inc

*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 Welch 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

Laine Ainsworth
Newport Beach, CA
Mark Moehlman
Newport Beach, CA
Daniel Mcgilvray
Denver, CO
Todd Ruble
Scottsdale, AZ
Thomas O'Connor
Newport Beach, CA
Michael Gonzalez
Newport Beach, CA
Logan Bolick
Newport Beach, CA
Gregory Taylor
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.

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