Donald Beck is a registered investment advisor at Chaos Solved, INC., based in Newbury Park, CA, with 16 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated. The firm also charges a 15% performance fee based on the net change in account asset value due to growth in excess of an agreed upon base rate.
Fee Estimator
Location
Newbury Park, CA
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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
Donald is the president of Chaos Solutions Corp., a real estate investment company, since 1998, dedicating about a quarter of his time. He is also a partner in BPMS, managing residential real estate since 1996, spending a few hours per week.
Employment History
Current Registrations
Chaos Solved, INC.
State Registrations2 states
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