German Ornes

Bci Securities, INC.

19 Years of Experience

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Firm Information

Bci Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

37 advisors

Number of Clients

430 clients

Average Client Portfolio

$686K average

Assets Under Management

$295.2M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2.0M - $3.0M	1.50%
$3.0M - $5.0M	1.25%
$5M+	1.00%

Fees are charged quarterly in arrears.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

For non-discretionary advisory services outside the Wrap Fee Program, the firm charges an annualized fee of 0.50% of the account value, billed quarterly. For the Wrap Fee Program accounts, the annualized fee ranges from 1.00% to 2.00% based on AUM (see table above). The minimum investment for advisory services is $500,000, while the Wrap Fee Program requires a minimum of $250,000. Lower fees may be available from other sources or negotiated for family members of employees or other advisory clients.

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Areas of Practice

Investment Management

Advisor Information

Office location

1450 Brickell Ave. Floor 2800, Miami, FL, 33131

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Regulatory History (1)

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