Beckerman Wealth

Beckerman Institutional, operating as Beckerman Wealth, is a financial advisor firm based in Ocean Grove, NJ, established in 2007 by Daniel Beckerman. The firm specializes in providing asset management and financial planning services for retail clients, as well as retirement plan consulting for qualified retirement plans. Beckerman Institutional assesses client needs, risk tolerance, and objectives to develop customized investment portfolios. Clients have the option to engage the firm on a discretionary or non-discretionary basis, with discretionary clients granting limited power of attorney for account management. The firm manages over $243 million in discretionary client assets and $9.7 million in non-discretionary assets as of January 1, 2025. For fees, Beckerman Institutional charges management fees ranging from 0.50% to 1.00% annually based on assets under management. Fees are billed quarterly in arrears. The firm may also charge incentive fees based on mutual fund expenses. Clients are advised that fees may vary and are negotiable. The firm's clients include high net worth individuals, individual investors, and pension/profit sharing plans, with a minimum account size of $500,000. Beckerman Institutional discloses potential risks associated with investing, such as political, market, currency, regulatory, and tax risks, among others. The firm does not charge performance-based fees and acts as a fiduciary to clients. Clients receive quarterly reports and statements directly from the account custodian. Beckerman Institutional does not compensate non-advisory personnel for client referrals and does not have custody of client funds.