Bcs Wealth Management, LLC

BCS Wealth Management, LLC is a registered investment adviser established in May 1998 by partners of Blackburn, Childers & Steagall, PLC to provide financial planning and investment management services. The firm manages approximately $811,577,000 in assets, offering portfolio management to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, business owners, charitable organizations, and foundations. The minimum portfolio value for management services is $350,000, aggregated across a household's accounts. BCSWM may waive this minimum based on other factors. The firm provides financial planning services, including estate planning, retirement planning, and investment portfolio design. Investment strategies include diversified portfolios of mutual funds and ETFs, with varying risk profiles. Fees for portfolio management are charged quarterly based on assets under management, starting at 1.25% for assets up to $500,000. BCSWM acts as a fiduciary, obligated to act in clients' best interests. Clients have the option for discretionary or non-discretionary accounts, with investment discretion exercised accordingly. The firm does not have performance-based fees or side-by-side management. BCSWM uses Charles Schwab as its primary custodian and broker, providing access to a range of investment products and services. The firm's proxy voting policy aims to vote in the best interest of clients. BCSWM has no financial conditions impairing its ability to meet client commitments and has not been subject to bankruptcy proceedings.