Assets Under Management

$295.2M

Number of Clients

430

Number of Advisors

37

Average Client AUM

$686K

AUM per Advisor

$8.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

BCI Securities offers non-discretionary advisory services and wrap fee program accounts with discretionary and non-discretionary investment management. They recommend investment strategies based on client information and evaluate investment performance. They also provide sub-advisory services and third-party advisory agreements.

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
Loading...
Location

1450 Brickell Avenue, Suite 2850, Miami, FL, 33131

37 Advisors at this firm

Page 1 of 2
Bci Securities, Inc. | TrueAdvisor