BCU Wealth Advisors is a registered investment advisor based in Vernon Hills, Illinois, operating as a wholly owned subsidiary of BCU. The firm is legally required to act in your best interest at all times. BCU Wealth Advisors offers comprehensive financial planning covering cash flow and budgeting, debt management, risk management, employee benefits, equity compensation, retirement planning, tax strategies, charitable giving, education funding, and estate planning. For investment management, BCU Wealth Advisors offers various programs including bundled wrap fee programs and third-party sponsored advisory programs in partnership with LPL Financial, ranging from separately managed accounts and model portfolios to automated digital wealth portfolios. The firm works primarily with individuals and high-net-worth clients, as well as businesses and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees for amounts over $10,000,000 are negotiable. Other programs include Optimum Market Portfolios at 1.00% and Guided Wealth Portfolios at 0.75%.