BCS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2002

Total AUM

$987M

Discretionary

$897M

91% of AUM

Avg account

$530K

Accounts

1,862

Employees

Advisory reps

Firm details

Headquarters: JOHNSON CITY, Tennessee
CRD number: 115489
Registered since: February 8, 2002
Website: www.bcswealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.58%
Individuals17.99%
Pension & Profit Sharing Plans9.25%
Charitable Organizations2.18%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

BCS Wealth Management, LLC is an independent registered investment adviser formed as an LLC and on the SEC register since 2002. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners, with some institutional relationships. Its advisory services include financial planning, portfolio management and pension consulting support. Fee arrangements are a mix of percentage-of-AUM, hourly charges and fixed-fee engagements. BCS does not characterize itself as an active ESG investor and operates under a single-state registration profile. The firm lists professional relationships with a trust company and accounting professionals as part of its service network.