H. Beck Review


Trust Score 82%
Trust Score info_outline
Share

H. Beck, federally registered in 1999, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 485 advisors. H. Beck manages $1 billion and provides investment advisory services for 6,889 clients (1:15 advisor/client ratio).

H. Beck requires a $0 minimum investment and charges a blended rate between 2.10% and 1.10% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 15 clients (industry average 1:50)

Considerations


  • Firm has been federally registered for only 19 years
  • Firm has a disciplinary history
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $200,301
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $1 billion
Advisor / Client Ratio 1:15
Headquarters Rockville, MD
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $250,000 2.10%
$250,001 to $500,000 2.00%
$500,001 to $1,000,000 1.90%
$1,000,001 to $5,000,000 1.50%
$5,000,001+ 1.10%


Questions & Answers



Get answers about H. Beck


Ask a question question_answer


Feedback