Bancroft Capital, LLC offers investment advisory services related to asset management and third-party management services. They provide retirement planning and consulting for ERISA-qualified plans, acting as a fiduciary under ERISA sections 3(21) and 3(38). They also prepare financial plans for individuals, high net worth individuals, companies, trusts/estates, and charitable organizations, covering areas like investment planning, insurance, tax concerns, retirement, college, and debt/credit planning.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plans: The fixed fee for creating client financial plans is generally between $1,000 to $2,500, depending on the complexity of the situation and the needs of the client.
- Hourly Consulting: If the engagement is on an hourly basis, the hourly fee for these services is generally between $100 and $200.
One-Time Plan:$1,000 - $2,500
Hourly Rate:$100 - $200/hr
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