Bleeck Financial Management is a registered investment advisor based in Carmel, California, led by founder Robert M. Bleeck. The firm manages investment portfolios for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. Investment strategies involve stocks, bonds, municipal securities, mutual funds, and other exchange-traded products, utilizing fundamental, technical, cyclical, and charting analysis. In addition to investment management, the firm also offers accounting and tax services through its principal, who is a Certified Public Accountant and Personal Financial Specialist.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are normally 1% of assets under management, billed monthly in arrears. Fees are negotiable in limited circumstances. Clients may alternatively negotiate a fixed retainer fee ranging from $250 to $1,000 per month.