Theodore Beringer
Theodore Beringer is a registered investment advisor at Bc Advisors, LLC, based in Mt. Laurel, NJ, with 52 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 104 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Location
102 Gaither Drive, Suite 5, Mt. Laurel, NJ, 08054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theodore is a partner at Strategic Business Advisors and Beringer & Company, involved in investment banking, M&A, and estate planning. He also serves on the board of directors for Sloan Valve Company, owns BC Advisors LLC (a registered investment advisor), MAFG Consolidated, Inc., MA Consolidated Inc. (an insurance agency), and MAFG Services, and is a limited partner at The Beringer Group.
Employment History
Current Registrations
Bc Advisors, LLC
Mafg RIA Services, INC.Broker
Previous Registrations
Ffp Securities, INC.Broker
Capital Analysts, IncorporatedBroker
Cg Equity Sales CompanyBroker
State Registrations6 states
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