JK
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
166 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$185.0M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
BCK Partners charges an annual fee based on the value of your assets under management. The fees are calculated on a pro-rata basis quarterly in advance, based on the time-weighted daily average of the previous quarter. Fees are negotiable and deducted from your account. Clients may also incur transaction charges and fund management fees.
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
27 East Market Street, Corning, NY, 14830
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Bck Partners, INC.
March 2016 - Present · 9 yrs 10 mos
Previous Registrations
Bck Partners, INC.
May 2015 - November 2015 · 6 mos
John G. Ullman & Associates, INC
December 2007 - January 2010 · 2 yrs 1 mo
State Registrations2 states
LANY
Advisor
Exams
No exam information available for this advisor.