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 $250K | 1.65% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.92% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.48% |
There is a minimum fee of $2,000 per year, and depending on the value of the accounts managed, the minimum fee expressed as a percentage of assets managed may exceed the maximum fee of 1.65% noted above, but the minimum fee will never exceed 3.00% of portfolio assets of the account managed by the Advisor. These fees may be negotiated at the sole discretion of BCA.
Fee Estimator
BCA charges an annual advisory fee based on a tiered structure (see table above). The fee is calculated monthly in arrears based on the value of the assets managed. There is a minimum annual fee of $2,000. The firm also charges fixed fees for comprehensive financial planning services, up to $30,000 per plan, and hourly fees ranging from $125 to $500. A cash management service is offered at a fixed rate not exceeding 0.50% per annum. Fees may be negotiable at the sole discretion of BCA.
Areas of Practice
Advisor Information
Office location
15 Halton Green Way, Greenville, SC, 29607
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 ActivitiesSells Insurance
Jonathan works as an insurance agent selling various insurance products since 2009. This activity takes about 10-20% of his time.