Geoffrey Wells is a CFP-designated registered investment advisor at Bpc Advisors LLC, based in East Syracuse, NY, with 5 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 130 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Assets under $500k can have a maximum 1% fee. Fees may be negotiable.
Fee Estimator
Location
6390 Fly Road, 2nd Floor, East Syracuse, NY, 13057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bpc Advisors LLC
Previous Registrations
Populace Financial
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.