Hal Caprara is a registered investment advisor at Bcg Securities, INC., based in Wexford, PA, with 21 years of industry experience. Hal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.
Fee Estimator
Location
8500 Brooktree Rd., Suite 210, Wexford, PA, 15090
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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 Activities
Hal owns and manages real estate, including a rental property. He also owns Landmark Tax & Accounting Services, offering tax planning, preparation, bookkeeping, and payroll services; this takes about 10-20% of his time.
Employment History
Current Registrations
Bcg Securities, INC.Broker
Bcg Securities, INC.
Previous Registrations
Key Wealth Management, INC.
Capital Analysts, INC
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Great American Advisors, INC.
Great American Advisors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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