BCO Wealth Management offers portfolio management tailored to individual client goals, pension consulting for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. BCO Wealth may use third-party investment advisors and generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$360M
Clients552
Advisors3
Avg. per Client$650K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...