BCS Wealth Management offers comprehensive financial planning and investment management services for individuals, families, business owners, and retirement plans. The firm helps clients define their financial goals, assess risk tolerance, and build customized investment portfolios primarily using mutual funds and exchange-traded funds. In addition to standard portfolio management, BCS Wealth Management provides family office services, specialized support for college savings plans, and retirement plan consulting. The firm tailors its strategies to meet each client's unique circumstances, whether they are planning for retirement, managing a business, or seeking ongoing portfolio supervision.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable based on the client's level of services required and particular situation. 529 plans are billed at a flat 1.00% annual rate.