Rae Beck is a CFP-designated registered investment advisor at Bright Road Wealth Management, LLC, based in Grand Junction, CO, with 1 years of industry experience. Rae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 622 clients with $440M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Rates above $5,000,000 are negotiable.
Fee Estimator
Location
750 Main St, Grand Junction, CO, 81507
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 →Employment History
Current Registrations
Bright Road Wealth Management, LLC
State Registrations1 state
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
More Advisors
- Erick Field, CFPEdward Jones
- Daniel Funderburk, CFPCambridge Investment Research Advisors, INC.
- Richard Keller, CFPRaymond James Financial Services Advisors, INC
- Martin Streetman, CFPLPL Financial LLC
- Sean Brumelle, ChFCState Farm Investment Management CORP.
- Nathan Kleppe, CFPGlobal Retirement Partners LLC