BCU Wealth Advisors offers financial planning and investment consultation services, including cash flow and debt management, risk management, employee benefits, equity compensation planning, retirement planning, tax planning, charitable giving strategies, education planning, estate planning, and investment consultation. Services can be broad-based or modular, tailored to client needs. BCU Wealth Advisors also offers access to wrap fee programs through LPL Financial.
Fee Structure
BCU Wealth Advisors offers financial planning and investment consultation services on a project basis, with fees ranging from $1,000 to $10,000. The fee depends on the time required, the complexity of your financial situation, and any special requests. The financial plan is typically completed within six months.