Bleeck Financial Management, Inc.

Bleeck Financial Management, Inc., established in July 2002, is a registered investment advisor based in Carmel, CA. The firm, led by Robert M. Bleeck, manages $73.5 million in discretionary assets as of December 31, 2024, focusing on various investments such as stocks, bonds, municipal bonds, foreign securities, and mutual funds. They offer investment supervisory services tailored to individual circumstances, providing personalized recommendations and periodic monitoring. The firm charges a management fee of 1% of assets under management, with negotiable fees based on client needs. Clients are billed monthly in arrears and may authorize fee deductions from their investment accounts. Bleeck Financial Management does not have minimum investment requirements and allows clients to impose restrictions on securities. The firm operates as a fiduciary, acting in clients' best interests. They do not engage in wrap fee programs and do not charge performance-based fees. Clients receive detailed quarterly fee invoices and statements from the custodian. The firm also discloses potential risks associated with investing, such as credit, economic, and liquidity risks. Bleeck Financial Management does not have any disciplinary history and provides investment advice to various clients, including individuals, trusts, and corporations. Robert M. Bleeck, the firm's president, is a Certified Public Accountant and Personal Financial Specialist with over 40 years of experience in the financial industry. The firm's investment strategies include long-term and short-term purchases, utilizing various types of analysis to mitigate risks and optimize returns. Clients receive regular account reviews and reports, with investment decisions made under a limited power of attorney. The firm does not vote client securities or proxies and does not receive compensation for client referrals. Robert M. Bleeck serves as the Chief Compliance Officer, overseeing all investment activities. The firm's Brochure Supplement provides additional information about Robert M. Bleeck's educational background, business experience, and disciplinary history, demonstrating a commitment to transparency and client-focused services.