B&c Financial Advisors

Butensky & Cohen Financial Security, Inc., also known as B&C Financial Advisors, is a fee-only registered investment advisor established in October 1994 in Florida. The firm specializes in wealth management services, offering investment management and financial planning to help clients achieve their financial goals. They emphasize fiscal responsibility and disciplined decision-making to protect clients' monetary needs. The firm's mission is to develop personal relationships with clients, providing unbiased asset management and financial and estate planning. For portfolio management, Butensky & Cohen charges an asset-based fee calculated quarterly based on the market value of the account. They generally require a minimum initial investment of $100,000 but may waive this requirement under certain circumstances. The firm has discretion to negotiate fees and offers a tiered fee structure based on account balance. Clients have the option to impose restrictions on discretionary trading authority. The firm's investment strategies are based on Modern Portfolio Theory and asset allocation principles. They use fundamental and technical analysis to guide investment decisions. Butensky & Cohen reviews accounts regularly to ensure alignment with clients' objectives and offers financial planning services, including comprehensive and targeted planning. The firm does not compensate for client referrals and has no disciplinary events to report. They act as trustees for a limited number of client trust accounts and have participated in the Paycheck Protection Program.