Benjamin W Beck

CFP

Beck Bode LLC

20 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Beck Bode LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

1,004 clients

Average Client Portfolio

$613K average

Assets Under Management

$615.9M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

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

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History

Regulatory History (1)

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Customer Dispute

March 2013

Denied

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Other Business Activities

Benjamin's firm, Beck Bode Wealth Management, LLC, is a part owner of Boston Retirement Advisors, LLC, creating a potential conflict of interest when clients are referred between the two firms. Benjamin also serves as an arbitrator for FINRA, dedicating minimal time to this activity.