BCK Partners, Inc. is a registered investment advisor based in Corning, New York, founded in 2015. The firm specializes in comprehensive financial management, combining investment portfolio management with financial planning and consulting. BCK Partners works closely with clients to understand their financial goals, risk tolerance, and current situation before building a personalized investment strategy using exchange-traded funds, mutual funds, individual stocks, and bonds. Once accounts are established with their primary custodian, Charles Schwab & Co., BCK Partners regularly reviews and rebalances portfolios. The firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable and billed quarterly in advance.