Beckett Collective is an independent registered investment advisor founded in 2019 and owned by Certified Financial Planner Theresa Morrison. The firm specializes in comprehensive wealth management, integrating personal financial planning with discretionary investment management. Beckett Collective builds diversified portfolios using low-cost exchange-traded funds, mutual funds, individual securities, and bonds, and may incorporate private markets and alternatives when appropriate. The firm serves individuals, families, family offices, and business owners, holding itself to a standard where it is legally required to act in your best interest. Beckett Collective charges fees based on a percentage of the value of your portfolio under management, with an account minimum of $750,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable in certain cases. Immediate household accounts may be aggregated for billing purposes.
