BCK Partners offers comprehensive financial management services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other business types. These services include asset management and financial planning to help clients meet their financial goals. BCK Partners works with clients to understand their financial situation, goals, and risk tolerance, and then proposes an investment approach using various securities.
Assets Under Management$190M
Clients166
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$93M
Fee Structure
Planning is included in investment management
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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