Assets Under Management

$615.9M

Number of Clients

1,004

Number of Advisors

15

Average Client AUM

$613K

AUM per Advisor

$41.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Beck Bode LLC provides portfolio management services tailored to individual client goals, financial planning, and pension consulting services. Investment advice is generally limited to mutual funds, fixed income securities, equities and ETFs. The firm primarily recommends their proprietary Growth and Income Growth strategies.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Location

858 Washington Street, Suite 100, Dedham, MA, 02026

15 Advisors at this firm