Beck Bode LLC
Assets Under Management
$615.9M
Number of Clients
1,004
Number of Advisors
15
Average Client AUM
$613K
AUM per Advisor
$41.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Beck Bode LLC provides portfolio management based on client goals, pension consulting for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and cash flow. They primarily recommend their proprietary Growth and Income Growth strategies that consist of a mix of publicly-trading equities.
Fee Structure
Beck Bode's advisory fee is based on a percentage of assets under management, not to exceed 3% annually, and is assessed quarterly in advance. Financial planning fees range from $500 to $12,000. Beck Bode does not negotiate hourly fees. Pension plan consulting fees may be based on a percentage of assets or a flat rate, not to exceed 3% annually if asset-based.
Areas of Practice
Location
858 Washington Street, Suite 100, Dedham, MA, 02026