BPC Advisors offers customized investment management and comprehensive financial planning services for individuals, high net worth individuals, trusts, estates, and institutions. BPC Advisors focuses on global diversification and uses a quantitative approach to build portfolios tailored to each client's goals, risk tolerance, and time horizon. Portfolios typically include exchange-traded funds, market-tracking mutual funds, index-based mutual funds, stocks, fixed income securities, real estate, and cash. BPC Advisors operates on a fee-only basis and provides financial planning services as part of its comprehensive wealth management offerings. BPC Advisors is located in East Syracuse, New York, and was founded in 2016.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable. Assets under $500,000 can have a maximum 1% fee.