Beck Asset Management SA

Fee-Only (% of Portfolio)

Beck Asset Management AG provides investment advice to clients, primarily those residing in the United States. Beck AM offers both discretionary and non-discretionary asset management services, tailoring investment strategies to each client's individual needs and objectives, such as risk tolerance and liquidity requirements. Client assets are held in separate accounts at third-party financial institutions. Beck AM may invest in various asset classes, including equities, fixed income, and alternative investments.

Assets Under Management$42M
Clients21
AdvisorsN/A
Avg. per Client$2M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees may be negotiable at Beck AM's discretion.

Fee Estimator
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$500K
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Beck Asset Management SA | TrueAdvisor