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Michael Roth Beck

Beacon Pointe Advisors, LLC

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About Michael Roth Beck

Michael Beck is a Managing Director and Registered Investment Advisor Representative at Beacon Pointe Advisors, LLC, a firm with a strong track record of providing investment advice and wealth management services to individuals, families, and institutions. Michael has extensive experience in the financial services industry, having worked previously at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, LTD. Michael is also a Managing Director of Wealthstreet Investment Advisors, LLC, a registered investment advisor. Michael is committed to providing personalized and comprehensive financial guidance to help clients achieve their financial goals.

Firm Information

Michael Beck is currently registered with Beacon Pointe Advisors, LLC. Beacon Pointe Advisors, LLC is a Newport Beach, CA-based investment advisor with over 30 billion in assets under management. The firm provides financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Beacon Pointe Advisors has over 120 licensed agents and 290 investment advisor representatives.
Beacon Pointe Advisors, LLC

24 CORPORATE PLAZA

NEWPORT BEACH, CA 92660

$31.28B

Assets Under Management

100

Total Clients

279

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Beck’s Registration & Firm History

TX

04/29/2021 - Present

Beacon Pointe Advisors, LLC (Dallas TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Roth Beck.
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