Beckett Clark Private Wealth, LLC offers investment advisory services including asset management, comprehensive portfolio management (asset management and financial planning), and retirement plan consulting. The firm tailors investment strategies to client needs and monitors portfolios regularly. They utilize sub-advisory services of a third-party investment advisory firm to aid in the implementation of an investment portfolio designed by Beckett Clark.
Assets Under Management$29M
Clients16
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1000K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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