Beyond Profit Consulting (BPC) manages investment portfolios and provides financial planning services. BPC works with clients to create personalized investment plans based on their goals and risk tolerance. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. BPC also offers tax preparation services.
Assets Under Management$5M
Clients12
Advisors1
Avg. per Client$420K
Avg. per Advisor$5M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the discretion of BPC.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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