Bci Securities, INC.
Assets Under Management
$295.2M
Number of Clients
430
Number of Advisors
37
Average Client AUM
$686K
AUM per Advisor
$8.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bci Securities offers non-discretionary advisory services, wrap fee program accounts (discretionary and non-discretionary), sub-advisory services, and third-party advisory agreements. Investment advice is confined to securities, mutual funds, ETFs, private equity funds, and private placements.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are charged quarterly in arrears.
Fee Estimator
For non-discretionary advisory services outside the Wrap Fee Program, the firm charges an annualized fee of 0.50% of the account value, billed quarterly. For the Wrap Fee Program accounts, the annualized fee ranges from 1.00% to 2.00% based on AUM (see table above). The minimum investment for advisory services is $500,000, while the Wrap Fee Program requires a minimum of $250,000. Lower fees may be available from other sources or negotiated for family members of employees or other advisory clients.
Areas of Practice
Location
1450 Brickell Avenue, Suite 2850, Miami, FL, 33131