Brecken Capital Advisors (BCA) manages investment portfolios based on clients' individual needs and goals. BCA also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. BCA primarily uses passive investment management, building portfolios with various asset classes using index mutual funds or exchange-traded funds.
Assets Under Management$15M
Clients28
Advisors1
Avg. per Client$550K
Avg. per Advisor$15M
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Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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