Bcs Private Wealth Management

BCS Private Wealth Management, established in June 2009, offers discretionary investment management, financial planning, and divorce mediation services. The firm's investment management services involve ongoing advice tailored to clients' financial situations and objectives, focusing on equity securities, mutual funds, and other securities. Financial planning services cover estate planning, retirement planning, and risk management. The firm's assets under management totaled $405,763,492 in discretionary accounts as of December 31, 2024. Fees for investment management services are based on a percentage of assets under management, with rates ranging from 0.50% to 1.00%. Stand-alone financial planning services are billed at an hourly rate. The firm may recommend insurance products, with personnel receiving compensation from sales. Clients have the option to purchase recommended products through other brokers. BCS recommends Schwab Advisor Services for custody and brokerage, with fees based on commissions and trade-away fees. The firm may also use Inspira Financial for custody. Clients have discretion over their accounts, with the firm granted authority to make investment decisions. The firm does not vote client proxies.