facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Fee Schedule

 At Beckett Collective, our pricing structure gives professionals of all ages access to holistic planning. We understand that some of you are just getting started. Many of you chose to pay down debt or reinvest in your career. Some of you prefer to invest primarily outside of the traditional securities markets. A few of you just really like investing and want to do that part on your own. Instead of requiring a minimum investment balance, we established a flat fee structure. We also offer a fee structure linked to the amount of investment assets we manage. Whichever is lower is what your fee will be.


Jumpstart

For graduates and early-career professionals


 $125 / Month

+$495 for initial strategy*

Go To Jumpstart


Builders

For mid-career and established professionals

INVESTMENT FEE or

 $250-$500 / MONTH

+$1,995 for initial strategy*

Go To Builders

Changemakers

For executives, owners, and financially independent

INVESTMENT FEE OR
 $500+ / MONTH

+$2,995 for initial strategy*

Go To Changemakers

*Initial strategy includes building dashboard, preparing your personal net worth statement, gathering data from your other service professionals, making upfront diagnosis, and delivering an action plan.


Investment Balance Annual Fee
First $1M $0 - $1M 1.5%
Next $1M $1M - $2M 1.0%
Next $1M $2M - $3M 0.75%
Above $3M 0.5%
Schedule Time to Talk

Affiliates

Custodians

We like flexibility. We know you have preferences. That’s why we work with several leading financial companies to serve as custodian, safeguarding your assets.

  • Schwab
  • TDAmeritrade
  • Fidelity

Investment Performance Portal

Capitect provides powerful portfolio management and performance reporting with dynamic, up-to-date data and charts. The easy access enables you to stay informed about your investments with views of individual and aggregate portfolios.


Document Storage Vault

NetDocuments stores your important documents in a private vault. No matter where you are, you can access this secure shared space whenever you need.


Financial Planning Portal

RightCapital is your financial plan in action. As the financial control portal, you can check account balances, budgets, loans, goals and more, all in a single glance. It enables you to see how one piece of your financial life affects the rest.



Advisors to Us

We firmly believe that outside advisors create value. It’s what we do for you. It’s what these leaders do for us.

Excited to Work Together?

Let’s Get Started