Andrew Martone is a registered investment advisor at Beck Bode LLC, based in Dedham, MA, with 16 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, Insurance Planning, and 3 more. Their firm serves 979 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are charged at an annual rate not to exceed 3.0%, negotiated between the client and representative, and paid quarterly in advance.
Fee Estimator
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.
Exams
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