Beck Bode offers portfolio management services based on individual client goals and objectives. They create a Goals Planning Statement to identify financial circumstances and long-term goals, then select a suitable portfolio. Beck Bode may also act as a sub-advisor to other advisory firms and offers consulting services to pension plans. Financial planning services include investment, insurance, tax, retirement, college, and cash flow planning.
Fee Structure
Beck Bode's advisory fee is a percentage of the value of your portfolio, including cash and money market positions. The exact percentage is negotiated with you, but will not exceed 3% per year. The fee is calculated using the market value of your account at the end of the prior billing period and is charged quarterly in advance. You can cancel the agreement within five business days for a full refund. After that, you can cancel with 30 days' written notice.