BCS Wealth Management offers financial planning and investment management services. Financial planning covers areas like estate planning, risk management, retirement, and education funding. For investment management, BCS Wealth Management works with clients to create a financial profile and investment plan, then manages the client's portfolio on an ongoing basis, either with or without the client's prior approval for each trade. BCS Wealth Management also offers family office services for high net worth clients.
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% |
Fee schedule can be negotiated. Accounts utilizing an independent professional manager (SMAs) will pay BCS Wealth Management's agreed upon fee as well as the fee for the managed account professional firm. 529 Plans are billed on a quarterly basis in arrears. The annual fee starts at 1.00% and is negotiable based on client’s circumstance.