Becker Wealth Management, LLC
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Learn more about Becker Wealth Management, LLC
Becker Wealth Management, LLC is a financial advisor company located in Irvine, California. Becker Wealth Management, LLC has a small team of one employee who is a financial advisor. Becker Wealth Management, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like bonds, options and stocks.
Under $100,000 of its investments for financial planning services were in securities, with under $100,000 invested in non-securities.
The company's main office is at 19800 Macarthur Blvd, Irvine, California 92612. The firm is allowed to serve investors in the state of California.
Number of Advisors
Becker Wealth Management, LLC by the Numbers
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Products and Services
Becker Wealth Management, LLC offers a variety of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. However, the company did not provide any of its customers with financial planning services in the previous financial year. The company is not involved in selling products or offering services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
Offered by 45% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 62% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 23% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
Offered by 10% of firms
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees charged by financial advisors largely vary depending on which service is provided. However, fee types billed by the company most likely consist of the following fee types: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company. The firm can withdraw the expenses directly from customer accounts.
Offered by 74% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 40% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Offered by 12% of firms
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Find one of the 35% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 2% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 17% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 1% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Becker Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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