BanksChannel Advisors (BCA) is a registered investment advisor that provides investment management and financial planning services. BCA constructs diversified portfolios of mutual funds and ETFs tailored to each client’s unique financial situation, risk tolerance, and goals. For financial planning, BCA helps clients with a range of financial concerns on an hourly basis or based on a pre-determined annual flat fee. BCA does not use wrap fee programs.
Assets Under Management$8M
Clients33
Advisors1
Avg. per Client$240K
Avg. per Advisor$8M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.70% |
| $1M+ | 0.30% |
There is a minimum quarterly account fee of $250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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