BCA Private Wealth offers investment advisory and financial planning services. BCA manages client portfolios on a discretionary basis, primarily using exchange-traded funds and mutual funds. BCA also offers a cash management service. BCA provides advice to qualified retirement plans and their participants. Financial planning services include preparing net worth statements, creating cash flow statements, reviewing investments and insurance, and providing retirement and education planning advice. BCA also provides investment consulting services to broker/dealers’ customers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.92% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.48% |
There is a minimum fee of $2,000 per year, and depending on the value of the accounts managed, the minimum fee expressed as a percentage of assets managed may exceed the maximum fee of 1.65% noted above, but the minimum fee will never exceed 3.00% of portfolio assets of the account managed by the Advisor. Fees may be negotiated.