Bhk Securities, LLC

BHK Securities, LLC, a Registered Investment Adviser established in 2006, offers investment advisory services through various programs, including BHK Investment Advisory and BHK Retirement Plan Consulting. Clients can choose from programs like Personalized UMA, FundSource, and Customized Portfolios, with fees ranging up to 2% for the Advisory Fee. The minimum account size for these programs varies between $25,000 and $200,000. BHKS provides non-discretionary Retirement Plan Consulting services, charging fees at a rate of 1.0% or lower, negotiable based on services provided and account specifics. The firm does not charge performance-based fees and offers both discretionary and non-discretionary investment advice. Clients retain responsibility for voting proxies on securities. BHKS does not vote proxies on behalf of clients. The firm emphasizes client privacy, with policies in place to protect personal information and restrict internal access to non-public data. BHKS does not disclose non-public personal information to non-affiliated third parties, except as permitted by law. For more information, clients can contact the main office at (205) 322-2025.