Bcg Securities, INC.
Assets Under Management
$740.0M
Number of Clients
1,963
Number of Advisors
32
Average Client AUM
$377K
AUM per Advisor
$23.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
BCG Securities, Inc. offers continuous investment advice based on individual client needs. Services include portfolio management (discretionary and non-discretionary), financial planning, pension consulting, and wealth management. They may use sub-advisers and third-party managers. Investment recommendations include mutual funds, ETFs, and equity securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may vary depending on the portfolio, its complexity, and overall management. Fees are negotiable.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, but the exact percentage may vary depending on the specific portfolio, its complexity, and overall management. The brochure indicates fees are approximately 1.00% for accounts between $100,000 and $1,000,000, and 1.00% or individually negotiated for accounts over $1,000,000. Financial planning is charged either hourly (up to $500/hour) or as a fixed fee based on net worth. Fees and account minimums are negotiable.
Areas of Practice
Location
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002