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 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 capital 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 monthly fee structure - and then linked that to an investment fee.  Because our fee is officially calculated on the investments we manage, your monthly fee will be reduced as the investments we manage increase. This allows you to get financial advice when you need it most by offsetting the cost of our services with a monthly fee until your investment fee is enough to cover our services. This approach puts the focus on your potential, not on what you’ve already saved.  We structured our pricing to encourage you to have Beckett manage your investments for a few main reasons: 1. Our pricing is based on your investment fees as the primary source of payment. 2. We want to align our incentives with the growth of your net worth. 3. As the advisor with an in-depth perspective of your asset and debt profiles, lifestyle requirements, and behavioral tendencies, as well as the trajectory of your career, we are in the optimal position to design an investment portfolio that aligns your growth opportunities with your risk requirements. 4. Because we deeply understand your cash flow, we can manage the tax impact of any changes to your investment plan. This becomes important when you withdraw or reallocate your funds for any reason. The related tax consequences can significantly impact your net worth; especially if you accumulate large balances of after-tax investments. Someone less informed may not be able to ensure that your taxes are managed efficiently.  Ultimately, our pricing reflects our desire to offer the tremendous benefits a comprehensive and long term planning experience yields, and to do so for you at every phase of your career. 

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