Butensky & Cohen Financial Security, operating as B&C Financial Advisors, manages investment portfolios and provides personalized financial planning for individuals, businesses, trusts, and estates. The firm specializes in wealth management, combining investment management with ongoing or targeted financial planning. Investment strategies are built using Modern Portfolio Theory, focusing on asset allocation across stocks, bonds, and exchange-traded funds to match each client's risk tolerance and long-term goals. Butensky & Cohen Financial Security develops custom investment policy statements, constructs financial roadmaps covering retirement, tax strategies, insurance, and estate planning, and monitors portfolio performance on an ongoing basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable on a client-to-client basis.