Beck, Mack & Oliver LLC
Assets Under Management
$5.9B
Number of Clients
1,434
Number of Advisors
8
Avg. Portfolio per Client
$4.1M
Avg. Managed per Advisor
$738.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Beck, Mack & Oliver (BM&O) offers asset management services to individuals and institutions through separately managed accounts. BM&O invests in corporations with strong fundamentals, focusing on growth in earnings and dividends. Portfolios are customized based on client objectives and risk tolerance, primarily using publicly traded U.S. domestic and foreign securities. BM&O also manages the Beck, Mack & Oliver Partners Fund.
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementHigh Net Worth
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Location
565 Fifth Avenue, 19th Floor, New York, NY, 10017-7111