Rebecca Beckett
Rebecca Beckett is a registered investment advisor at Herbert J. Sims Capital Management, INC., based in Port St. Luci, FL, with 18 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 221 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Advisory fees are subject to negotiation and typically range from 1.25% to 2.50% of the initial value of the assets in the account per year, depending on the size of the account or household and services covered. Envestnet charges a flat annual operational fee of $25 based on services provided.
Fee Estimator
Location
Port St. Luci, FL
Get directionsHistory
Regulatory History (2)
Financial
January 2017Customer Dispute
January 2013Other Business Activities
Rebecca works as an investment adviser representative for HJ Sims Capital Management, dedicating about half her time to this role. Her primary business is providing brokerage services through a broker-dealer.
Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO, INC.
Herbert J. Sims & CO, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Southeast Investments, N.c., INC.Broker
David Lerner Associates, INC.Broker
State Registrations24 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.