BPS Capital is an independent investment advisory firm offering both discretionary and non-discretionary investment services. For discretionary clients, BPS Capital manages portfolios and makes investment decisions without client consultation, including proxy voting. For non-discretionary clients, BPS Capital acts as a liaison, assists with investment strategies, provides market information, and analyzes transactions. BPS Capital primarily serves small to medium-sized financial institutions for non-discretionary accounts.
Fee Structure
BPS Capital charges a negotiated percentage of the value of your portfolio, billed monthly. The fee is negotiated with each advisor and will not be more than 0.25% annually. BPS Capital may discount or waive certain fees and charges. They also offer capped and fixed fee structures.