BCG Securities offers investment management, financial planning, and wealth management services to individuals, families, and retirement plans. BCG Securities helps clients develop personalized investment portfolios based on their risk tolerance, goals, and time horizons. The firm offers both non-discretionary and discretionary portfolio management, and may recommend independent third-party managers when appropriate. In addition to investment management, BCG Securities provides comprehensive financial planning covering personal cash flow, taxes, retirement, estate planning, insurance, and business planning. The firm also acts as a registered broker-dealer, allowing certain representatives to offer securities and insurance products for commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.