BCP Advisors LLC, based out of Miami, FL, is a reputable small investment advisory firm with a proven track record of success. With over 2,070 individual clients and a staggering $168,606,000 in assets under management, BCP Advisors is dedicated to providing personalized financial solutions to their diverse clientele.
Specializing in managing employer 401K plans and individual portfolios, BCP Advisors is well-equipped to handle the complex needs of both employers and employees. In fact, more than 80% of their assets under management come from these sources, showcasing their expertise in retirement planning and wealth management.
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Assets Under Mgmt
$168.61M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Other: SUB-ADVISORY ARRANGEMENT W/ OTHER ADVISERS/INTERNET ADVISER
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.