Beck Bode manages investment portfolios and provides financial planning, retirement plan consulting, and tax planning services. The firm primarily recommends its proprietary equity strategies, such as Growth and Income Growth, using fundamental research to select publicly traded stocks. Beck Bode also offers short-term options strategies for clients with a high tolerance for risk and volatility. Financial planning services cover retirement, insurance, taxes, college savings, and cash flow. Additionally, Beck Bode provides consulting for employer-sponsored retirement plans like 401(k)s and acts as a sub-advisor for other wealth management firms. Services are tailored to each client's individual goals and time horizon through an initial interview and a personalized Goals Planning Statement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are charged at an annual rate not to exceed 3.0%, negotiated between the client and representative, and paid quarterly in advance.