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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fee schedule can be negotiated based on circumstances applicable to the client's level of services required and particular situation.
Fee Estimator
BCS Wealth Management charges fees for financial planning and portfolio management. Financial planning fees are based on hourly rates ($100-$550/hour) or a fixed fee, with a $750 minimum. Portfolio management fees are based on a percentage of assets under management, billed quarterly in advance. For example, the effective annual fee rate for a client with $3,000,000 in AUM would be 0.95%. 529 Plans are billed on a quarterly basis in arrears at an annual fee starting at 1.00% and is negotiable based on client’s circumstance.
Areas of Practice
Advisor Information
Office location
1361 South Wilcox Drive, Kingsport, TN, 37660
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
Nathan is a financial advisor at BCS Wealth Management. He is also the president of Elizabethton Holdings, Inc., a family-owned corporation holding various investments, spending a few hours per week on this activity.