Scott Beckman
Scott Beckman is a registered investment advisor at Charles Schwab & CO., INC., based in West Lebanon, NH, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
267 Plainfield Rd., Suite 150, West Lebanon, NH, 03784
Get directionsHistory
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 →Other Business Activities
Scott coaches a group of young athletes in a ski race development program at Vail Resorts/Mount Sunapee. This takes about 10-20% of his time during the season, but does not involve financial services or investment-related responsibilities.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Edward JonesBroker
Edward Jones
Taylor, Cottrill, Erickson and Associates, INC.
Natixis Advisors, L.P.
Natixis Distribution, L.P.Broker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations14 states
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