Assets Under Management
$185.0M
Number of Clients
166
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$92.5M
Compensation
Fee-Only (AUM)
BCK Partners specializes in comprehensive financial management services, offering asset management and financial planning/consulting to individuals and other client types. They meet with clients to understand their financial situation, goals, and risk tolerance, then propose an investment approach using various securities. Accounts are reviewed regularly and rebalanced as needed.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
27 East Market Street, Corning, NY, 14830