Michael Beck
Michael Beck is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Parker, CO, with 11 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,722 clients with $19B 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 $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
Fees are not negotiable. Breakpoint reductions may apply based on products and services held through Transamerica.
Fee Estimator
Location
Parker, CO
Get directionsHistory
Regulatory History (1)
Criminal
December 2004Other Business Activities
Michael is an independent real estate agent since 2019, working a minimal amount of time during nights and weekends. This activity is not investment-related.
Employment History
Current Registrations
Transamerica Investors Securities, LLC
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities, LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.Broker
State Registrations52 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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