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, 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
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.
Exams
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