BCP Advisors, operating as Vestiva, offers investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. BCP primarily uses exchange traded funds and UCITS. The firm uses an automated digital platform to assess client risk tolerance and recommend suitable portfolios. BCP also provides sub-advisory portfolio management services to third-party investment advisors.
Assets Under Management$290M
Clients4,061
Advisors5
Avg. per Client$72K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
BCP Advisors charges an annual fee based on the value of your investments. The fee is calculated differently depending on whether you have a cash or margin account at Interactive Brokers. The fees are tiered as follows:
- Up to $100,000: up to 1.85% per year
- $100,001 to $500,000: up to 1.65% per year
- $500,001 to $1,000,000: up to 1.25% per year
- Over $1,000,001: up to 1.10% per year
These fees are negotiable.
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