Beckerman Wealth

Beckerman Institutional (d/b/a Beckerman Wealth) serves high‑net‑worth and other individual investors as well as pension/profit‑sharing plan sponsors, offering ongoing asset management, incidental financial planning, and retirement plan consulting on both discretionary and non‑discretionary bases. The firm operates as a small multi‑advisor team managing accounts generally above a $500,000 threshold and charges advisory fees as a percentage of assets under management.

The firm constructs portfolios after assessing client objectives, time horizons and risk tolerance, emphasizing asset allocation alongside company‑ and fund‑level fundamental analysis and macroeconomic factors; securities are selected using in‑house screening and may include mutual funds, ETFs, REITs, options, margin or short positions when appropriate for a client’s risk profile. Beckerman relies on institutional custody/technology platforms to support trading and reporting and also employs artificial‑intelligence tools for meeting notes and data aggregation, with human review required to vet outputs.

Noteworthy distinctions include the principal’s role as a separately licensed insurance agent who may recommend and receive commissions for insurance products, and the firm’s use of certain affiliated legal‑service providers—both relationships are disclosed and addressed through the firm’s conflict‑of‑interest disclosures and Code of Ethics. The firm also notes a cautious pathway to newer asset classes by facilitating cryptocurrency exposure via ETFs rather than direct holdings, reflecting its approach to integrating emerging exposures within established account structures.