Becker Capital Management Review


Trust Score 85%
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Becker Capital Management, federally registered in 1977, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 14 advisors. Becker Capital Management manages $4 billion and provides investment advisory services for 447 clients (1:32 advisor/client ratio).

The annual fee for BCM's Individual Investment Management services will be charged as a percentage of assets under management generally ranging from 0.50% to 1.0%.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 32 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors
  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The annual fee for BCM's Individual Investment Management services will be charged as a percentage of assets under management generally ranging from 0.50% to 1.0%.
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $9,482,920
Hybrid Advisor No
Disciplinary History No
Total AUM $4 billion
Advisor / Client Ratio 1:32
Headquarters Portland, OR
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