Bci Securities manages investment portfolios and provides personalized advisory services to individuals, families, and businesses. Bci Securities offers both discretionary and non-discretionary investment management, including diversified asset allocation models, third-party managed accounts, and private equity investments. The firm operates as both a registered investment advisor and a broker-dealer, using Pershing LLC as its clearing firm and custodian. Services focus primarily on portfolio management and investment strategy rather than comprehensive financial planning. Bci Securities specializes in working with high-net-worth clients, international investors, and corporate entities, offering access to global equities, fixed income, mutual funds, and alternative investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum wrap fee program advisory fee is 2.75% annually. Non-discretionary accounts outside the program are generally charged 0.50% annually. Fees may be negotiable.