SERVICES

Dedicated to quality service.

sleep

Invest In a Good Night’s Sleep

We are B&C Financial Advisors. As registered investment advisors, we are hands-on managers of assets for individuals, corporations and trusts. We are fee-only financial advisors, not accepting any fees or compensation based on product sales – we only act in your best interest. We construct portfolios consisting of both stocks and bonds with an emphasis on preservation of capital. Additionally, we provide consultation for financial, estate and retirement planning. We have three Certified Financial Planners™ (CFP®s) on staff to guide you through every step of the process. With B&C Financial Advisors, you invest in a good night’s sleep knowing your assets are protected.

You will never write a check to B&C Financial Advisors because all of your assets are held by a third-party. Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, is the custodian of your account. Pershing provides on-line services for account administration, operational services and reporting, and other relevant support.

B&C Financial Advisors is solely responsible for the investment advice rendered. Our practices are 100% transparent, and we review your account frequently to ensure it’s performing to your expectations.

We are vigilant and focused on the markets to ensure you reach your goals and objectives. We’ve engaged a third-party custodian with experience to administer your account. Finally, you know you’re investing in a good night’s sleep because we’ve removed the potential for conflicts of interest from brokers, vendors and other middle-men.

Types of Managed Accounts

 

 

Investment Goal % IN EQUITIES % IN FIXED INCOME
Growth 60% OR MORE 40% OR LESS
Balanced 40% – 60% 60% – 40%
Conservative 25% – 40% 75% – 60%
Preservation of Capital 25% OR LESS
0%
75% OR MORE
Fixed/Income 0% 100%

 

 

Fee Structure

 

MARKET VALUE OF ASSETS
UP TO $500,000 1.50%
$500,001 – $1,000,000 1.25%
$1,000,001 – $5,000,000 1.00%
$5,000,001 AND ABOVE 0.75%
TRANSACTION FEES
TRANSACTION FEES $10.00
CLEARING FIRM FEES
PLATINUM CORESTONE ACCOUNT (CHECKBOOK AND/OR DEBIT CARD) FREE
RESOURCE IRA CHECKING (59 ½ & OLDER) FREE
IRA/SEP/ROTH ACCOUNT FREE
WITHDRAWALS PRIOR TO SECURITIES SETTLEMENT CHARGED MARGIN INTEREST
OVERNIGHT CHECK REQUEST $12.00
WIRE FUND TRANSFERS FREE
ACCOUNT TERMINATION FEE $50.00
FOREIGN SETTLEMENT TRANSACTION FEE $100.00

 

Disclosure Brochure