Ballentine Capital Advisors, INC.
Assets Under Management
$262.3M
Number of Clients
351
Number of Advisors
5
Average Client AUM
$747K
AUM per Advisor
$52.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BCA Private Wealth, Inc. provides fee-based investment advisory and financial planning services. They offer custom portfolio management on a discretionary basis, primarily using exchange-traded funds and mutual funds. They also offer cash management services and pension consulting services. Financial planning services include portfolio customization, net worth statements, cash flow statements, and retirement analysis.
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
Location
15 Halton Green Way, Greenville, SC, 29607