James Bode is a registered investment advisor at Beck Bode LLC, based in Dedham, MA, with 16 years of industry experience. James 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 →Other Business Activities
Beck Bode Wealth Management, LLC, where James works, is a part owner of Boston Retirement Advisors, LLC. There may be rare occasions where clients of one entity are referred to the other, creating a conflict of interest, but no referral fees are paid.
Employment History
Current Registrations
Beck Bode LLC
Previous Registrations
Boston Retirement Advisors,llc
Private Advisor Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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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