BC Financial, LLC focuses on real estate-related investments using the EB-5 Regional Center Visa Program. The firm may manage investments and charge fees based on the profit of invested assets. Advisory services are determined by individual contract with each investor. Investors are expected to be accredited individuals. The firm does not anticipate advising on securities transactions at this time.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
BC Financial may also charge a performance fee of up to 20% based on the profit of invested assets. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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