Fee ScheduleAt 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.
For graduates and early-career professionals
$125 / Month
+$495 for initial strategy*
For mid-career and established professionals
$250-$500 / MONTH
+$1,995 for initial strategy*
*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%|