BCN Financial provides investment advice to clients, often within employer-sponsored retirement plans. BCN works with clients to understand their risk tolerance and financial goals, then creates a management strategy using mutual funds and exchange-traded funds. BCN also offers retirement planning, financial planning, estate planning, and employee benefits analysis, primarily to members of Police and Fire Department Associations.
Assets Under Management$0
ClientsN/A
Advisors8
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
Asset-based advisory fees are waived for clients for whom BCN receives trailing commissions from C share mutual fund investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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