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
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
Scott is a partner in Creekside Angling Co, a fly fishing company. This activity is not investment-related.