BCG Securities offers investment advice and manages portfolios for clients based on their individual needs and goals. They also provide financial planning services, including retirement planning, tax planning, and estate planning. BCG Securities may use third-party managers for certain portions of client portfolios. They also offer pension consulting services and wealth management services.
Assets Under Management$740M
Clients1,963
Advisors37
Avg. per Client$380K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
37 Advisors at this firm
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