Overview
- Headquarters
- Mt. Laurel, NJ
- Total Firm Assets
- $4.7 billion
- Average High-Net-Worth Client Portfolio Size
- $46.0 million
Recent Rankings
Forbes 2025: 141
Fee Disclosure
Source: BC ADVISORS FORM ADV PART 2 BROCHURE 3.2024 (2025-10-21)
· View brochure text
Latest filing: BC ADVISORS FORM ADV PART 2 BROCHURE 3.2024 (2026-03-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $50,000,000 | 0.50% |
| $50,000,001 | $100,000,000 | 0.40% |
| $100,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $50,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $50,000 | 5.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $50,000 | 0.50% |
| $50 million | $250,000 | 0.50% |
| $100 million | $450,000 | 0.45% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 97.14%
- Number of High-Net-Worth Clients
- 100
- Total Client Accounts
- 102
- Non-Discretionary Accounts
- 102
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 142982
- BC ADVISORS FORM ADV PART 2 BROCHURE 3.2024 (2026-03-26) · View brochure text
- BC ADVISORS FORM ADV PART 2 BROCHURE 3.2024 (2025-10-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗