Felix Becker
Felix Becker is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Myers, FL, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
8081 Dani Dr, Fort Myers, FL, 33966
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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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Felix has a 50% ownership stake in The Meat Cottage LLC, a food business, and spends about 20% of his time managing the business, cooking, and creating events. He also has a 50% ownership stake in BB Brewery LLC, a family beer brewing business that is currently inactive, and spends a few hours per week brewing beer.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations53 states
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