AM

Andrew Morris Martone

33 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
1,004 clients
Average Client Portfolio
$613K average
Assets Under Management
$615.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $12,000

Advisory fees are based on a percentage of assets under management, not to exceed 3% annually, and are assessed quarterly in advance. The final fee schedule is negotiated and documented in the Investment Advisory Agreement. Financial planning fees range from $500 to $12,000. Beck Bode does not negotiate hourly fees. Clients are responsible for third-party fees such as custodian and brokerage fees.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

858 Washington Street, Suite 100, Dedham, MA, 02026

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Beck Bode LLC
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
Calvert Investment Distributors, INC.Broker
March 2014 - January 2016 · 1 yr 10 mos
Alps Distributors, INC.Broker
April 2013 - October 2013 · 6 mos
Stadion Money Management, LLC
March 2013 - October 2013 · 7 mos
Mutual of Omaha Investor Services, INC. Broker
February 2013 - April 2013 · 2 mos
Innovation Partners LLC Broker
November 2012 - December 2012 · 1 mo
Foreside Fund Services, LLCBroker
January 2010 - July 2012 · 2 yrs 6 mos
J.p.morgan Securities INC.
October 2008 - November 2009 · 1 yr 1 mo
J.P. Morgan Securities INC. Broker
October 2008 - November 2009 · 1 yr 1 mo
J. P. Morgan Securities INC.
December 2007 - October 2008 · 10 mos
J.P. Morgan Securities INC.Broker
December 2007 - October 2008 · 10 mos
Jpmorgan Asset Management
January 2006 - August 2008 · 2 yrs 7 mos
Jpmorgan Asset Management
July 2004 - December 2005 · 1 yr 5 mos
Jpmorgan Distribution Services, INC.Broker
February 2001 - November 2007 · 6 yrs 9 mos
John Hancock Funds, INC.Broker
October 1997 - January 2001 · 3 yrs 3 mos
John Hancock Distributors, INC.Broker
June 1991 - October 1997 · 6 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
June 1991 - May 1997 · 5 yrs 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.