Butensky & Cohen Financial Security, Inc., operating as B&C Financial Advisors, provides investment management and financial planning services. B&C aims to help clients achieve their financial goals through disciplined economic decision-making. They specialize in wealth management, which combines investment management and financial planning. B&C gets to know clients through consultations and a profile questionnaire to understand their financial needs and risk tolerance.
Assets Under Management$630M
Clients543
Advisors9
Avg. per Client$1.2M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable under 1.50% on a client-to-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...