Beck Ringle is a CFP-designated registered investment advisor at Chicory Wealth, based in South Deerfield, MA. Beck operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 549 clients with $840M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable. All accounts in a household are combined. There is an annual minimum fee of $10,000.
Fee Estimator
Location
South Deerfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Chicory Wealth
Previous Registrations
Beacon Pointe Advisors, LLC
State Registrations1 state
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