Robert Beck
Robert Beck is a registered investment advisor at Wealth Management Cpas, LLC, based in Salt Lake City, UT, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 396 clients with $330M 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 | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. Total fees to Client will never exceed 2% of assets under management per year. When utilizing sub-advisor services, WM CPAs will reduce their annual fee so that the inclusive fee is no more than what is stated above.
Fee Estimator
Location
7084 South 2300 East, Salt Lake City, UT, 84121
Get directionsHistory
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 ActivitiesSells Insurance
Robert is an insurance agent for Wealth Management Insurance Solutions and Wealth Management Health Solutions, selling life insurance, annuities, and health insurance since 2020. He is also a managing partner for Wealth Management Tax Solutions since 2010 and BKBC, LLC since 2024, dedicating nearly full-time hours to insurance sales and minimal time to health insurance sales.
Employment History
Current Registrations
Wealth Management Cpas, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
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.