BC Advisors, LLC offers investment advisory services that include ongoing review of client investment assets and consolidated performance reporting. BC Advisors compiles information on, reports on, values, and analyzes client assets. The firm may recommend third-party money managers to direct the investment of client assets, and performs ongoing due diligence and monitoring of these managers.
Assets Under Management$4.6B
Clients104
Advisors6
Avg. per Client$44M
Avg. per Advisor$760M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...