Bci Securities offers investment advice and manages investment portfolios for individuals, high net worth individuals, banks, trusts, estates, charitable organizations, corporations, and other business entities. Bci Securities offers both discretionary and non-discretionary services. The firm recommends investments and strategies based on client information, monitors performance, and makes adjustments as needed. Bci Securities also offers a wrap fee program where clients pay a bundled fee for advisory services and transaction execution.
Assets Under Management$300M
Clients430
Advisors39
Avg. per Client$690K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
39 Advisors at this firm
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