Daniel Beckerman
Daniel Beckerman is a registered investment advisor at Beckerman Wealth, based in Ocean Grove, NJ, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 175 clients with $250M 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 | 1.00% |
Fees are negotiable and range from 0.50% to 1.00% per annum.
Fee Estimator
Location
77 Main Avenue, Suite 1A, Ocean Grove, NJ, 07756
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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 →Other Business ActivitiesSells Insurance
Daniel is an insurance agent with Beckerman Institutional LLC, selling fixed annuities and life insurance and earning 1099 income. This takes about a quarter of his time, with most of the work done during non-trading hours.
Employment History
Current Registrations
Beckerman Wealth
Previous Registrations
Morgan Stanley
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.