Becker Capital Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Financial Planning and Consulting Services For certain financial planning/consulting services agreed to with the client, BCM may charge a fixed fee depending on the nature and complexity of each client's circumstances (ranging from $100 to $500 an hour).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Becker Capital Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are charged on a quarterly basis and are usually collected in advance, based upon the market value on the last day of the month of the prior quarter.”
• “Typically, fees are billed to the client’s custodial account.”
• “The client may elect to be billed directly rather than having the fees deducted from their investment portfolio.”

How Becker Capital Management, Inc.’s fees compare

• Its hourly rate of $100-$500 spans the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
• 20 of the 34 other planners in Portland that publish an hourly rate charge less.

About Becker Capital Management, Inc.

• Firm size: 42 employees.
• Registered as an adviser: 1977 (49 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

745

Employees

42

Works with

Individuals, high net worth individuals, investment companies, pooled investment vehicles, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$5,725,237,630

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110489

Website

linkedin.com/company/becker-capital-management (opens in new tab)

Phone

(503) 223-1720

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Idaho, Illinois, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Texas, Washington

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000
• Compass Investment Advisers, LLCPortland$250/hr

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