and end of the
How does the advisor help clients – Key Takeaways:
BECKER CAPITAL MANAGEMENT is a leading financial advisory firm that provides expert guidance and support to clients in managing their assets and achieving their financial goals. With a team of experienced and qualified advisors, the firm offers a wide range of financial services to individuals and businesses. Here are some key takeaways about the ways in which BECKER CAPITAL MANAGEMENT helps their clients.
- Expert and personalized financial advice: BECKER CAPITAL MANAGEMENT has a team of highly qualified and experienced financial advisors who understand the unique needs and goals of individual clients. They provide personalized guidance and advice to help clients make sound financial decisions.
- Comprehensive financial services: The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and more. This allows clients to get all their financial needs met in one place.
- Tailored solutions: BECKER CAPITAL MANAGEMENT understands that each client’s financial situation is unique and requires a personalized approach. The firm creates customized solutions to meet the specific needs and goals of each client.
- Continuous support and monitoring: The advisors at BECKER CAPITAL MANAGEMENT provide ongoing support and monitoring to ensure that their clients’ financial plans stay on track and are adjusted as needed to reflect changes in their financial situation or market conditions.
Facts and Insights
BECKER CAPITAL MANAGEMENT was founded in 2005 and has since become a leading financial advisory firm with a strong track record of helping clients achieve their financial goals. Here are some facts and insights about the firm’s operations.
- Assets Under Management (AUM): As of 2021, BECKER CAPITAL MANAGEMENT has over $500 million in AUM, indicating the firm’s success in managing clients’ assets and creating value for their clients.
- Number of advisors: The firm has a team of 15 advisors who bring a diverse set of skills and experience to help clients achieve their financial goals.
- Years in business: With over 15 years in business, BECKER CAPITAL MANAGEMENT has established a strong reputation as a reliable and trustworthy financial advisory firm.
Financial Services Offered
BECKER CAPITAL MANAGEMENT offers a wide range of financial services to help clients manage their assets, plan for their future, and achieve financial security. These services include:
- Investment management: The firm provides expert guidance and management of clients’ investment portfolios to help them achieve their financial goals and maximize their returns.
- Retirement planning: BECKER CAPITAL MANAGEMENT helps clients plan and prepare for a comfortable retirement by creating a comprehensive retirement plan tailored to their individual needs and goals.
- Tax planning: The firm’s advisors assist clients in minimizing their tax liabilities and maximizing their tax savings through effective tax planning strategies.
- Estate planning: BECKER CAPITAL MANAGEMENT helps clients protect and preserve their assets for future generations through estate planning strategies such as wills, trusts, and gifting.
Client Types
BECKER CAPITAL MANAGEMENT serves a diverse range of clients, including individuals, families, and businesses. The firm understands that each client has unique financial goals, and therefore, offers customized solutions to meet the specific needs of each client.
Fees & Compensation
BECKER CAPITAL MANAGEMENT’s fee structure is based on a percentage of AUM, which means that the firm’s advisors only make money when their clients’ investments perform well. This incentivizes the advisors to work in the best interest of their clients and aligns their compensation with their clients’ financial success.
Background
BECKER CAPITAL MANAGEMENT was founded by John Becker, a highly experienced and successful financial advisor with over 25 years of experience in the industry. John started the firm with the goal of providing expert financial guidance and personalized services to help clients achieve their financial goals. Under his leadership, BECKER CAPITAL MANAGEMENT has grown into a leading financial advisory firm with a strong reputation for delivering exceptional client service and results.
Financial Advisor Disclosures to Know
BECKER CAPITAL MANAGEMENT believes in complete transparency and always acts in the best interest of their clients. As such, the firm adheres to all financial advisor disclosures to ensure that clients understand how their advisors are compensated and what services they can expect to receive. Some important disclosures to know include: