Bpc Advisors LLC

BPC Advisors LLC is a registered investment advisor based in New York, established in March 2016 by Douglas R. Burns Jr., CFA, and Geoffrey A. Wells, II. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, and institutions. Services include wealth management and investment management on a discretionary and non-discretionary basis. The firm's investment strategy focuses on asset allocation and creating diversified portfolios using various asset classes. BPC Advisors primarily uses exchange-traded funds and market-tracking mutual funds. The firm charges investment advisory fees based on a tiered schedule, with an annual rate ranging from 0.40% to 0.90% based on assets under management. Financial planning services are also offered at a rate of $250 per hour. Clients' assets are held at a designated custodian, and the firm does not accept or maintain custody of client funds. BPC Advisors does not charge performance-based fees and does not engage in soft dollar programs. The firm has no disciplinary events and does not receive compensation for securities transactions. Clients have the option to grant investment discretion to the firm, and BPC Advisors does not accept proxy-voting responsibility for clients. The firm's privacy policy ensures the protection and confidentiality of clients' personal information.