Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable based on various factors.
Fee Estimator
BLC charges an annual wrap fee, negotiable up to a maximum of 1.50%, based on the amount and type of assets managed. The fee covers investment management, trade execution, custody, reporting, and platform fees. For example, the fee for the first $1,000,000 is 1.50%, the next $1,000,000 is 1.25%, and anything over $2,000,000 is 1.00%. Fees are assessed quarterly in advance. Financial planning or consulting may incur separate or additional fees in certain circumstances.
Areas of Practice
Advisor Information
Office location
One Turks Head Place - Suite 800, Providence, RI, 02903-2273
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is the owner of Wallia Properties LLC, a real estate investment company, since 2005. He spends minimal time on accounting, buy/sell decisions, and oversight.