Our Process & Prices

Whether you are looking for an ongoing advisory relationship or a focused one-time planning engagement, our process can build a bridge to the next phase of your financial journey. We ensure you understand each step before we begin.

Ongoing Investment Management

  • Choosing the right mix of investments
  • Adjusting along the way as needs and priorities change
  • Keeping costs low
  • Steady sounding board during market swings
  • Regular review meetings
  • Direct acces to your BCA team through out the year
  • Financial & Tax Planning focused on your needs

Process

One-Time Planning

  • Review of your current financial profile and strategy
  • Three planning options to choose from:
  • Foundation
  • Essential
  • Signature
  • Actionable, prioritized next steps
  • No ongoing investment management

Process

Why Choose Ongoing Investment Management?

A one-time planning engagement provides direction. Ongoing investment management helps keep you on course.

Comprehensive Financial Guidance

Ongoing investment management includes all of the services provided through our one-time financial planning engagements, combined with professional portfolio management and continuous oversight.

A Strategy That Evolves With Your Life

As your goals, family circumstances, career, and financial priorities change, we help ensure your investment and planning strategies remain aligned with your objectives.

Professional Portfolio Management

Your investments are regularly monitored and managed to maintain an appropriate balance of risk, opportunity, and long-term focus.

Proactive Advice and Planning Opportunities

We continually evaluate changes in markets, tax laws, retirement regulations, and other factors that may create opportunities or require adjustments to your plan.

A Long Term Advisory Relationship

Financial decisions rarely occur in isolation. Having a trusted advisor available to provide guidance, perspective, and accountability can help you make more informed decisions throughout every stage of life.

Ongoing Investment Management Prices

Our fees are structured to be clear, predictable, and aligned with our clients’ long-term success. Fees are
calculated on a tiered basis, with each rate applying only to the portion of assets within that tier.

One-Time Planning Prices

Foundation

$2,750

Includes

  • Net Worth Summary
  • Risk Tolerance Assessment
  • Investment Expense Review
  • Current vs. Recommended Portfolio
  • Prior-Year Tax Review
  • Asset Allocation & Location
  • Bear Market Stress Test
  • Retirement Projections

Essential

$3,750

Everything in Foundation, plus:

  • Roth, RMD & QCD Strategy
  • Capital Gains & Tax-Loss Planning
  • Education & Family Planning
  • Retirement Income & Distribution Strategy
  • Beneficiary Review
  • Current Year Tax Estimate
  • Social Security Optimization

Signature

$5,750

Everything in Essential, plus:

  • Multi-Scenario Financial Modeling
  • Multi-Year Tax Strategy Analysis
  • Retirement DistributionModeling
  • Longevity & Risk Stress Testing
  • Implementation Roadmap
  • Additional Strategy Meetings
  • Coordination with Professionals
  • Actual fees depend on complexity

For more information on our fees and business practices, please visit our disclosures linked below.