KO

Karen Anne O'donoghue

13 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

110 Chapel St., Portsmouth, NH, 03801

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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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Other Business ActivitiesSells Insurance

Karen is an independent licensed insurance agent.

Employment History
Current Registrations
Beck Bode LLC
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Compass Rose Private Investment Management
March 2023 - December 2023 · 9 mos
Compass Rose Private Investment Management
May 2017 - December 2022 · 5 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC Broker
December 2011 - May 2017 · 5 yrs 5 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.