Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
858 Washington Street, Suite 100, Dedham, MA, 02026
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Beck Bode Wealth Management, LLC, where James works, is a part owner of Boston Retirement Advisors, LLC. There may be rare occasions where clients of one entity are referred to the other, creating a conflict of interest, but no referral fees are paid.