Becker Financial Services, operated by Brad John Becker, provides financial planning and investment management services. Financial planning covers areas like cash management, retirement, education funding, and estate planning. Managed accounts are tailored to individual client needs and objectives. Becker also sells securities through Cambridge Investment Research, which may create a conflict of interest.
Assets Under Management$6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $200K | 2.00% |
| $200K - $400K | 1.75% |
| $400K+ | 1.50% |
Management fees are subject to discount based on complexity, investments utilized, frequency of trading activity, and the client objectives.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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