Beckett Collective offers financial planning and investment management services. Beckett aims to maximize your net worth by understanding your financial situation and goals. They provide customized advice and prioritize ongoing communication. Beckett manages investments by selecting public market securities, and when appropriate, private market assets and alternative assets and strategies. They build portfolios tailored to your goals, risk tolerance, and other individual circumstances.
Assets Under Management$39M
Clients23
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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