BB
CFP

Benjamin W Beck

20 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 (1)
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Customer Dispute
March 2013
Denied
Other Business Activities

Benjamin's firm, Beck Bode Wealth Management, LLC, is a part owner of Boston Retirement Advisors, LLC, creating a potential conflict of interest when clients are referred between the two firms. Benjamin also serves as an arbitrator for FINRA, dedicating minimal time to this activity.

Employment History
Current Registrations
Beck Bode LLC
January 2016 - Present · 10 yrs
Previous Registrations
Compass Rose Private Investment Management
March 2023 - December 2023 · 9 mos
Boston Retirement Advisors,llc
December 2015 - September 2018 · 2 yrs 9 mos
Private Advisor Group, LLC
February 2013 - January 2016 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2005 - February 2013 · 7 yrs 4 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.