BPC Advisors provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and institutions. BPC Advisors offers wealth management services, including investment management and financial planning. Investment management is customized and can be discretionary or non-discretionary. Financial planning is comprehensive and includes investment, retirement, and education planning. BPC Advisors uses exchange-traded funds, market-tracking mutual funds, and index-based mutual funds.
Assets Under Management$150M
Clients130
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management
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% |
Assets under $500k can have a maximum 1% fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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