Erica
Smith
Beacon Pointe Advisors, LLC
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About this Advisor
Erica Smith is a financial advisor based in Mount Pleasant, South Carolina, working with Beacon Pointe Advisors, LLC. Erica has previously worked at The Boathouse At Breach Inlet Restaurant, The Wealth Management Alliance LLC, College Transition Connection, Charleston Investment Advisors, LLC, Bam Advisor Services, LLC. D/B/A Charleston Investment Advisors, Smitten Handcrafted Designs, LLC, and Beacon Point Advisors. Erica is registered to provide services in South Carolina. Currently, Erica is part of Beacon Pointe Advisors, LLC, which operates out of Mount Pleasant, South Carolina. The firm has 65 offices and 600 employees. Beacon Pointe Advisors, LLC manages $39.8 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and institutional clients, pension consulting, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structures at Beacon Pointe Advisors, LLC include asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$39,839,757,384
600
54,870
$726,075
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- 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
Erica Smith Work History
Beacon Point Advisors
Smitten Handcrafted Designs, LLC
Bam Advisor Services, LLC. D/B/A Charleston Investment Advisors
Charleston Investment Advisors, LLC
The Wealth Management Alliance LLC
College Transition Connection
The Boathouse At Breach Inlet Restaurant
Disclosures
Please visit the SEC profile of Erica Smith 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
Scottsdale, AZ
Waltham, MA
Los Angeles, CA
Summit, NJ
Metairie, LA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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