Bck Partners, INC.
Assets Under Management
$185.0M
Number of Clients
166
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$92.5M
Compensation
Fee-Only (AUM)
About This Firm
BCK Partners specializes in comprehensive financial management services, offering asset management and financial planning/consulting to individuals and other client types. They conduct in-person meetings to understand clients' financial situations and goals, proposing investment approaches using ETFs, mutual funds, individual stocks/bonds, or other securities. Accounts are reviewed regularly and rebalanced as needed.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
BCK Partners charges an annual fee based on the value of your assets under management. The fees are calculated on a pro-rata basis quarterly in advance, based on the time-weighted daily average of the previous quarter. Fees are negotiable and deducted from your account. Clients may also incur transaction charges and fund management fees.
Areas of Practice
Location
27 East Market Street, Corning, NY, 14830