BCM Benefits Inc. fees
Financial planner in Syracuse, New York. Registered with state securities regulators.
BCM Benefits Inc. (Syracuse, NY) listed $75-$125 an hour for financial planning in a Form ADV Part 2A brochure dated September 24, 2020, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated September 2020, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2020. Fees can change.
- Hourly rate
- $75-
$125/hr “The fee for hourly services is $75 - $125/ hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the September 2020 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2011 (15 years)
How BCM Benefits Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are recorded during the project work and the Client will receive an invoice for the fee.”
- “Clients are invoiced quarterly in arrears for advisory services.”
- “For accounts opened during the quarter fees will be prorated to cover only that period which the account was managed by BCM.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 48
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 24, 2020
- CRD number
- 146182 (opens in new tab)
- Phone
- (315) 935-7342
Other planners in Syracuse that publish fees
- Adirondack Capital Advisors, LLCSyracuseHourly $250-$400/hr
- LTS Wealth ManagementSyracuseHourly $150-$300/hr
- Reagan Companies Asset Management, IncSyracuseHourly $150-$500/hr, Flat $1,500
- Rockbridge Investment Management, LLCSyracuseFlat $2,500-$10,000
More planners in New York that publish fees
- BPC Advisors LLCEast SyracuseHourly $250/hr
- Mendlstein Capital Holdings LLCSunnysideHourly $150/hr, Monthly $99/mo
- Eureka Wealth SolutionsNew York CityHourly $300/hr
- Wilson Advisors, LLCMechanicvilleHourly $300-$600/hr, Annual $5,000-$30,000/yr
- Loyal AdvisorsSouth SalemHourly $475/hr, Flat $1,000-$10,000
- LaBounty Financial PlanningPittsfordFlat $2,500-$10,000, Annual $6,500-$15,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.