Everything you need.
We organize your financial life and manage your wealth strategy.
Discover the powerful suite of services designed to maximize your wealth to enjoy a rich life and secure financial independence.
Integrative Planning System
Maximize your wealth. Enjoy a rich life.
Investment Management
Secure financial independence.
Business Advisory
Propel forward. Prepare thoughtfully.
Comprehensive Financial Advisory Features:
As your Dedicated Partner, we help you:
Plan Strategically
Planning strategically for your future is a collaborative process that takes into account financial and lifestyle variables.
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We help you answer questions, solve challenges, take advantage of opportunities and most importantly, live a life you enjoy.
Invest Rigorously
Investing rigorously requires vigilant attention to correlations and volatilities under different market conditions.
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Diversification requires a rigorous ‘check under the hood’ as most investors are far less diversified than they think. Micro-inefficiencies present opportunities for those who pay attention.
Grow Your Business
Whether you are just starting, expanding or planning an exit, driving value helps you get the most out of all your hard work.
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As in your personal financial life, our business advisory streamlines your processes and allows you to focus on the key drivers, while reducing the stresses of being the boss.
What do our Financial Advisory Services cost?
Our fee assumes your investable assets will be managed by Beckett Collective. Learn Why.
We take a comprehensive approach to helping you build wealth through integrative financial planning and investment management services. Because you may not have investment assets to manage, we do not require a minimum investment balance. Our pricing allows you to pay a monthly fee. Even so, we still calculate our fees as a percent of investable assets. As the investment assets that we manage increase, the monthly fee is reduced. Eventually, the investment fee is enough to cover our services.
Early Career
For graduates and early-career professionals
Investment fee +
$0-195 / Month
+$495 for initial strategy*
Experienced Professional
For established professionals
INVESTMENT FEE +
$0-495 / MONTH
+$1,995 for initial strategy*
Executive / Owner
For executives and business owners
INVESTMENT FEE +
$0-795 / MONTH
+$2,995 for initial strategy*
*Initial strategy includes building a dashboard, preparing your personal net worth statement, gathering information from your other service professionals, making upfront diagnosis, and delivering formalized plan.
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