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Christie Markham

7 Years of Experience
Dedham, MA

Christie Markham is a registered investment advisor at Beck Bode LLC, based in Dedham, MA, with 7 years of industry experience. Christie 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 979 clients with $670M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
979 clients
Average Client Portfolio
$681K average
Assets Under Management
$666.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are charged at an annual rate not to exceed 3.0%, negotiated between the client and representative, and paid quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

858 Washington Street, Suite 100, Dedham, MA, 02026

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Beck Bode LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Morgan Stanley
July 2019 - July 2022 · 3 yrs
Morgan StanleyBroker
March 2019 - July 2022 · 3 yrs 4 mos
State Registrations2 states
MARI
Advisor

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
No exam information available for this advisor.
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