Assets Under Management
$811.6M
Number of Clients
796
Number of Advisors
7
Average Client AUM
$1.0M
AUM per Advisor
$115.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
BCS Wealth Management offers financial planning and investment management services. They work with individuals, high-net-worth individuals, trusts, corporate pension and profit-sharing plans, business owners, and charitable organizations. They develop financial profiles and investment plans based on client goals and risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fee schedule can be negotiated based on circumstances.
801 F Sunset Drive, Suite 1, Johnson City, TN, 37604