Assets Under Management
$414.7M
Number of Clients
232
Number of Advisors
7
Average Client AUM
$1.8M
AUM per Advisor
$59.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
BLC provides discretionary or non-discretionary investment management through a wrap fee program. They also offer financial planning and consulting services. Fees are negotiable, with a maximum annual management fee of 1.50%. BLC acts as the portfolio manager.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable based on various factors.
One Turks Head Place, Suite 800, Providence, RI, 02903