BS
CFA · CFP
BS
CFA · CFP
Becki Sutton is a CFA, CFP-designated registered investment advisor at Bks Wealth LLC, based in San Diego, CA, with 24 years of industry experience. Becki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 51 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$428K average
Assets Under Management
$21.9M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, and client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
San Diego, CA
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Regulatory History (1)
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Employment Separation After Allegations
January 2024Employment History
Current Registrations
Bks Wealth LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Jbl Wealth Strategies
November 2021 - March 2024 · 2 yrs 4 mos
Wfa of San Diego
January 2021 - November 2021 · 10 mos
Financial Sense Advisors, INC.
July 2015 - April 2020 · 4 yrs 9 mos
Brandes Investment Partners, LP
October 1997 - December 2011 · 14 yrs 2 mos
State Registrations2 states
CATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.