BDC Advisory provides investment consulting services specifically tailored for retirement plans such as 401(k), profit sharing, and pension plans administered by Burleigh Consulting Group. BDC Advisory assists plan sponsors by evaluating competing recordkeeping platforms, comparing investment fund costs and performance, and providing participant education on asset allocation and retirement saving principles. BDC Advisory does not manage individual portfolios, hold custody of client assets, or exercise investment authority. Instead, the firm focuses exclusively on helping retirement plan sponsors select and monitor professionally managed mutual funds and collective trust funds.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.