Beckerman Wealth provides asset management and financial planning services to individual clients. They assess client needs and risk tolerance to develop suitable investment portfolios. Beckerman Wealth manages accounts on a discretionary or non-discretionary basis. They also offer retirement plan consulting services to plan sponsors and trustees, assisting with investment selection and participant education.
Assets Under Management$250M
Clients175
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 0.50% to 1.00% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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