Andrew Martone is a registered investment advisor at Beck Bode LLC, based in Dedham, MA, with 15 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,004 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beck Bode's advisory fee is a percentage of the value of your portfolio, including cash and money market positions. The exact percentage is negotiated with you, but will not exceed 3% per year. The fee is calculated using the market value of your account at the end of the prior billing period and is charged quarterly in advance. You can cancel the agreement within five business days for a full refund. After that, you can cancel with 30 days' written notice.
Location
858 Washington Street, Suite 100, Dedham, MA, 02026
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Beck Bode LLC
Previous Registrations
Stadion Money Management, LLC
J.p.morgan Securities INC.
J. P. Morgan Securities INC.
Jpmorgan Asset Management
Jpmorgan Asset Management
State Registrations1 state
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.