BSC Capital Partners offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including written plans covering investment, retirement, tax, and education planning. You are responsible for deciding whether to implement their recommendations. BSC Capital Partners primarily advises on mutual funds, exchange-listed securities, municipal securities, variable annuities, U.S. Government securities, and options contracts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.10% |
| $1.5M+ | 0.95% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.