B&c Financial Advisors
Assets Under Management
$546.2M
Number of Clients
519
Number of Advisors
9
Average Client AUM
$1.1M
AUM per Advisor
$60.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Butensky & Cohen Financial Security, Inc. (B&C Financial Advisors) is a fee-only RIA offering investment management and financial planning services. They specialize in wealth management, combining investment management and financial planning. They assist clients in navigating the economic environment, constructing financial plans, designing asset allocation guidelines, and implementing investment strategies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable under 1.50% on a client-to-client basis.
Fee Estimator
For investment management, you'll pay an annual fee based on your portfolio size (see rates in table). Financial planning fees depend on the complexity of your situation. Comprehensive financial plans will not exceed $2,500. Targeted financial planning is billed at a rate not to exceed $250 per hour, and clerical fees will not exceed $50 per hour. A minimum initial investment of $100,000 is generally required to open a managed account, but this may be waived.
Areas of Practice
Location
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL, 32082