Michael
Weil
Beacon Pointe Advisors, LLC
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About this Advisor
Michael Weil is a certified financial planner and chartered financial consultant who works in Milwaukee, Wisconsin who has 1 year of industry experience. Weil is an advisor for Beacon Pointe Advisors, LLC. Their career trajectory has included roles at Mccarthy Grittinger Financial Group, LLC, Next Generation Wealth Management, Inc and Beacon Pointe Advisors, LLC. Weil maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Wisconsin. Beacon Pointe Advisors, LLC is a financial advisory business based in Newport Beach, CA. It has offices in 26 locations and a total of 420 advisors. It handles $23 billion in assets under management among its 42,223 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 85 charitable organizations. Of its 42,223 accounts, 36% belong to high-net-worth individuals who have greater than $1 million in investable assets. Beacon Pointe Advisors, LLC offers 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. A financial advisor's fee schedules largely vary depending on the type of services. Fees billed by Beacon Pointe Advisors, LLC may include any combination of 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 Weil Work History
Michael has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, LLC
Next Generation Wealth Management, Inc
Mccarthy Grittinger Financial Group, LLC
*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 Weil 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
Los Angeles, CA
Denver, CO
Newport Beach, CA
Newport Beach, CA
Draper, UT
Scottsdale, AZ
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.
