BHK Securities offers investment advisory services through programs administered by First Clearing. These programs provide investment advice, brokerage, and custodial services for a bundled fee. BHK Securities helps clients select money managers and programs based on their investment objectives. They also offer retirement plan consulting services. BHK Securities is affiliated with BHK Investment Advisors, LLC.
Fee Structure
BHK Securities offers investment advisory programs through First Clearing, charging an advisory fee of up to 2% of your portfolio per year. This fee covers BHK Securities' and First Clearing's services. You'll also pay a separate manager fee, typically ranging from 0% to 0.50%, to the money manager you select. Fees are billed quarterly in advance, and any unearned fees are refunded if you terminate the account. There may be a minimum fee of up to $375 per quarter to maintain the account.