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.
858 Washington Street, Suite 100, Dedham, MA, 02026
Get directionsBenjamin'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.