Becker Capital Management is an independent investment advisory firm that has been managing portfolios for individuals and institutions since 1976. The firm is 100% employee-owned and operates offices in Oregon, Washington, and Idaho. Becker Capital Management builds customized portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds, tailored to each client's income needs, risk tolerance, and tax situation. For eligible clients with at least $5 million invested, the firm may also recommend alternative investments such as private equity, direct real estate, or hedge funds. In addition to investment management, the firm provides holistic wealth management services including financial planning, asset allocation, and ongoing portfolio monitoring. Becker Capital Management also offers specialized consulting for nonprofits, manages a registered mutual fund, and operates a private equity fund.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
The maximum management fee is 0.60%. Fees vary based on assets, products, account structure, and servicing requirements, and are negotiable.