BCS Private Wealth Management provides ongoing investment advice based on your financial situation and goals. They manage investments using various fixed income and equity options. BCS also offers financial planning services, including estate, investment, cash flow, income tax, retirement, and risk management planning. These planning services can be part of investment management or offered separately. BCS may recommend insurance or annuity products, but you are not required to purchase them through BCS.
Assets Under Management$470M
Clients224
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$94M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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