Beckham Financial, LLC offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services covering risk management, investment planning, estate planning, and financial organization. Beckham Financial provides these services through its Investment Advisory Representatives to accounts opened with the firm.
Assets Under Management$6.9M
Clients13
Advisors1
Avg. per Client$530K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are charged quarterly in advance. Consulting services are included in these fees, except in unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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