Benjamin Beck is a CFP-designated registered investment advisor at Beck Bode LLC, based in Dedham, MA, with 20 years of industry experience. Benjamin 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Benjamin's firm, Beck Bode Wealth Management, LLC, is a part owner of Boston Retirement Advisors, LLC, creating a potential conflict of interest when clients are referred between the two firms. Benjamin also serves as an arbitrator for FINRA, dedicating minimal time to this activity.
Employment History
Current Registrations
Beck Bode LLC
Previous Registrations
Compass Rose Private Investment Management
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.