Dedicated to quality service.
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.
|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
|75% OR MORE|
|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%|
|CLEARING FIRM FEES|
|PLATINUM CORESTONE ACCOUNT (CHECKBOOK AND/OR DEBIT CARD)||FREE|
|RESOURCE IRA CHECKING (59 ½ & OLDER)||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|