Paul Pignone is a CFP, ChFC-designated registered investment advisor at Beck Bode LLC, based in Salem, NH, with 25 years of industry experience. Paul 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, Investment Management, and 2 more. Their firm serves 1,004 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beck Bode's advisory fee is a percentage of the value of your portfolio, including cash and money market positions. The exact percentage is negotiated with you, but will not exceed 3% per year. The fee is calculated using the market value of your account at the end of the prior billing period and is charged quarterly in advance. You can cancel the agreement within five business days for a full refund. After that, you can cancel with 30 days' written notice.
Location
103 Stiles Road, Suite 203, Salem, NH, 03079
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Beck Bode LLC
Previous Registrations
Boston Retirement Advisors,llc
State Registrations2 states
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