Bleeck Financial Management, Inc. is a registered investment advisor in California. They manage investment accounts, considering your financial situation, goals, and needs. They primarily invest in stocks, bonds, municipal bonds, foreign securities, certificates of deposit, mutual funds, and US Government securities. They monitor your investments and review your account quarterly and annually. They may use other professionals with your approval.
Assets Under Management$73M
Clients17
Advisors1
Avg. per Client$4.3M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable in limited circumstances. The firm may also negotiate a fixed retainer fee ranging from $250 - $1,000 per month.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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