Brandon Beck
Brandon Beck is a registered investment advisor at Confluence Financial Partners, based in Naples, FL, with 14 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 5,044 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Confluence Financial Partners offers investment management services through separately managed accounts and a Compass Service. Fees for separately managed accounts range from 0.20% to 1.50% annually, including financial planning. Managed stock portfolios have an additional 0.25% active management fee. Third-party managers have additional fees ranging from 0.1% to 0.65%. The Compass Service has a 1.00% annual fee. A minimum annual fee of $1,000 applies to new clients if the household fee is less than that amount.
Location
999 Vanderbilt Beach Rd, Ste 200, Naples, FL, 34108
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Regulatory History (2)
Financial
May 2023Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Brandon works as a financial advisor for PFS Wealth Group, focusing on insurance sales and services, dedicating nearly full-time hours to this role. He also serves as a speaker for SOFA, a non-profit, dedicating minimal time to educational events.
Employment History
Current Registrations
Confluence Financial Partners
Previous Registrations
Ae Wealth Management, LLC
Familywealth
Blackston Financial Advisory Group, LLC
Brookstone Capital Management LLC
First Financial Securities of America, INC.
Cetera Investment Services LLC
Chase Investment Services CORP.
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.