Denise Beck is a registered investment advisor at Grammatical Capital, LLC, based in Winter Park, FL, with 2 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Winter Park, FL
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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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Denise serves as trustee for various Beck Family trusts, managing assets including securities, real estate, and alternative investments. She dedicates about a quarter of her time to these trustee duties, with some of that time during securities trading hours.
Employment History
Current Registrations
Grammatical Capital, LLC
State Registrations2 states
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