Baldwin & Clarke Advisory Services (BCAS) offers financial planning, wealth transfer planning, and investment management services. They work with individuals, families, businesses, and charitable organizations. BCAS provides access to global, traditional, and alternative asset classes. They also offer business continuity and succession planning, and exit planning for business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.40% |
| $7.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Negotiated rates for balances over $20,000,000. This schedule is for Equity or Balanced Portfolios. Fixed Income Only Portfolios have a different schedule: First $2,000,000: 0.65%, Next $3,000,000: 0.50%, Balance: 0.40%. Value Added Cash Management Only Portfolios have a different schedule: First $5,000,000: up to 0.25%, Balance: up to 0.20%. Structured Note Only Portfolios: 0.30%