Barton Creek Advisors (BCA) offers investment advice to individuals, trusts, and estates. BCA creates customized investment solutions by working with clients to identify their goals, risk tolerance, and financial situation. BCA then constructs a portfolio using various managed accounts at unaffiliated investment managers. BCA also offers financial planning and consulting services on an hourly or fixed-fee basis.
Assets Under Management$4.9M
Clients22
Advisors1
Avg. per Client$220K
Avg. per Advisor$4.9M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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