Assets Under Management
$262.3M
Number of Clients
351
Number of Advisors
5
Average Client AUM
$747K
AUM per Advisor
$52.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
BCA Private Wealth, Inc. provides fee-based investment advisory and financial planning services. They offer custom portfolio management on a discretionary basis, using a structural allocation strategy. Recommendations primarily involve exchange-traded funds and mutual funds, with occasional specific stock recommendations. They also offer cash management services. Pension consulting services are offered to qualified plans and their participants.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.92% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.48% |
Fees may be negotiated. There is a minimum fee of $2,000 per year, which may exceed 1.65% but will never exceed 3.00%.
15 Halton Green Way, Greenville, SC, 29607