Bruce Beckett is a registered investment advisor at My Financial Coach, LLC, based in Midland, MI, with 8 years of industry experience. Bruce 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, Insurance Planning, and 3 more. Their firm serves 128 clients with $54M 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 $1.0M | 0.85% |
| $1M+ | 0.85% |
Fees are negotiable. Qualified clients may pay 0.85% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
3320 Ridgecrest Road, Suite 300, Midland, MI, 48642
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 Activities
Bruce co-owns Parkcrest Development, LC and Kamali'i, LLC with his wife, both of which take a few hours per week. He also co-owns Jon Squires Enterprises, LLC with his brother-in-law, which takes minimal time.
Employment History
Current Registrations
My Financial Coach, 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.