Beck Capital Management provides investment advice and manages client portfolios using a sector rotation strategy based on macroeconomic trends. They offer customized investment programs tailored to individual client goals, including financial planning services covering retirement, education, insurance, debt management, investments, tax, and estate planning. These planning services are included with asset management and are not charged separately. Beck Capital uses model portfolios with varying risk levels, from conservative to aggressive.
Assets Under Management$500M
Clients414
Advisors9
Avg. per Client$1.2M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable. Family and friends may have a lower fee or no fee. Some clients that were on a prior fee schedule may have a lower fee than the current schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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