BDC Advisory provides investment consulting services to 401(k) retirement plans that also use Burleigh Consulting Group for plan administration. BDC Advisory does not manage investments, have authority to make trades, or consult on individual securities. They advise on professionally managed mutual funds or common collective trust funds.
Assets Under ManagementN/A
Clients16
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 75.00% |
| $1.0M - $5.0M | 50.00% |
| $5.0M - $10.0M | 35.00% |
| $10M+ | 25.00% |
Fees are negotiable. The fees are quoted based on the total assets in the retirement plan, the total number of participants in the retirement plan and the average participant account balances, and the anticipated frequency of holding participant enrollment meetings and plan reviews.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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