BPC Advisors

Financial Advisor in Fayetteville, NY

Firm Info
Address: 6390 Fly Rd, East Syracuse, NY 13057, USA
Phone: (315) 430-7700

Firm Size
Assets Under Management: $131 million
# of Advisors: 2
# of Clients: 119
Client to Advisor Ratio: 60:1
Average Account Size: $1.1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Bpc Advisors LLC Overview

BPC ADVISORS LLC is a registered investment advisory firm offering investment advice only. As a fee-only firm, clients can trust that their interests come first, without worry about commissions or product sales. The firm is headquartered in East Syracuse, NY and has been in business since 2019. At BPC ADVISORS LLC, clients have access to financial planning services and portfolio management for both individuals and small businesses. The team works closely with each client to understand their unique financial goals and create a plan customized to their needs. Through their portfolio management services, BPC ADVISORS LLC endeavors to maximize investment returns while minimizing risk. Whether you are an individual preparing for retirement or a small business owner looking to grow your assets, BPC ADVISORS LLC can help you achieve your financial goals. With their investment advice-only philosophy, fee-only arrangement, and personalized services, clients can trust they are in good hands.

BPC Advisors LLC is a financial advisory firm that caters to a diverse clientele. Their expertise encompasses individuals, high net worth individuals, and other corporations. The firm prides itself on providing personalized financial advice, tailored to meet the specific needs of each client. Whether it's retirement planning, estate planning, or investments, BPC Advisors LLC has a team of skilled professionals to help clients navigate their financial journey. When it comes to fees, BPC Advisors LLC provides different structures depending on the service provided. The fees can be a percentage of the assets under management (AUM), hourly fees, or fixed fees. For clients who require ongoing management, a percentage of AUM fee structure would be ideal. For clients who need occasional consultations, an hourly fee may be more appropriate. Fixed fees are applicable for clients who require a specific service that can be quoted upfront. With these available fee structures, clients can choose the option that best suits their financial needs and goals. BPC Advisors LLC is committed to providing transparent and competitive fees to ensure that clients get the best value for their money.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for BPC Advisors LLC does not provide any information about their investment minimum. There is no note or mention of investment minimums within the brochure. Therefore, it is unclear what the minimum investment requirement is for this firm. It is recommended to contact BPC Advisors LLC directly to inquire about their investment minimums.

How This Office Can Help Fayetteville, NY Residents

BPC Advisors is a trusted financial planning and investment advisory firm that offers a range of services to clients in Fayetteville, NY. As a fee-only firm, they provide unbiased advice and tailored solutions to help clients achieve their financial goals. BPC Advisors assists clients in various financial situations, including those who are planning for retirement, saving for college, managing their investments, or seeking tax-efficient strategies. For someone living in Fayetteville, NY, they may be facing challenges such as high living expenses, increasing healthcare costs, and volatile stock market conditions. BPC Advisors can help clients navigate these challenges by designing a comprehensive financial plan that addresses their individual needs and goals. They work closely with clients to understand their financial situation, risk tolerance, and investment objectives to develop a customized portfolio that maximizes their returns while minimizing risk. BPC Advisors provides ongoing guidance and support to help clients remain on track and adjust their plan as needed to achieve long-term financial success.

To view the Minimum Investment and Fee Schedule for Bpc Advisors LLC, visit their Part 2 Brochure.

Services Offered by Bpc Advisors LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Bpc Advisors LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6390 Fly Rd, East Syracuse, NY 13057, USA
Phone (315) 430-7700
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Bpc Advisors LLC is registered to service clients in the following states:

  • Florida
  • New York

Disciplinary History

Bpc Advisors LLC does not have any disclosures. Please visit it's Form ADV for more details.