Bcs Wealth Management, LLC
Assets Under Management
$811.6M
Number of Clients
796
Number of Advisors
7
Average Client AUM
$1.0M
AUM per Advisor
$115.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BCS Wealth Management provides portfolio management services, financial planning, and retirement plan advisory services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, business owners, and charitable organizations. They also offer family office services.
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% |
The 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 based on a percentage of your assets under management. The annual fee starts at 1.25% and decreases as your assets increase. For example, if you have $3,000,000 in AUM, the effective annual fee rate would be 0.95%. The minimum portfolio value for portfolio management services is $350,000, but this may be waived at BCSWM's discretion. Financial planning fees are determined based on the estimated hours spent to develop and deliver the plan or based on a fixed fee, with hourly rates ranging from $100 to $550 and a minimum fee of $750. 529 Plans are billed on a quarterly basis in arrears. The annual fee starts at 1.00% and is negotiable based on client’s circumstance.
Areas of Practice
Location
801 F Sunset Drive, Suite 1, Johnson City, TN, 37604