Abdul Khaliq

Bcg Securities, INC.

15 Years of Experience

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Firm Information

Bcg Securities, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

32 advisors

Number of Clients

1,963 clients

Average Client Portfolio

$377K average

Assets Under Management

$740.0M

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	1.50%
$100K - $1.0M	1.00%
$1M+	1.00%

Fees may vary depending on the portfolio, its complexity, and overall management. Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Hourly Rate:Up to $500/hr

Portfolio management fees are based on a percentage of assets under management, but the exact percentage may vary depending on the specific portfolio, its complexity, and overall management. The brochure indicates fees are approximately 1.00% for accounts between $100,000 and $1,000,000, and 1.00% or individually negotiated for accounts over $1,000,000. Financial planning is charged either hourly (up to $500/hour) or as a fixed fee based on net worth. Fees and account minimums are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning

Advisor Information

Office location

51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002

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Regulatory History (1)

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