Erik Beck is a registered investment advisor at Beck Bode LLC, based in Dedham, MA, with 14 years of industry experience. Erik 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
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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.
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Erik operates under the DBA Beck Bode Wealth Management. He is also a registered investment advisor with Private Advisor Group, LLC, dedicating full-time hours to this role. Additionally, Erik works as a trainer at Sugar Hill Fit Body Bootcamp, spending a few hours per week during trading hours and about 20% of his time outside trading hours.
Employment History
Current Registrations
Beck Bode LLC
Previous Registrations
Private Advisor Group, LLC
Morgan Stanley
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.