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Bco Wealth Management, Llc
Carlsbad, New Mexico
BCO Wealth Management, LLC is a small investment advisory firm based out of Carlsbad, NM. With a team of two dedicated employees, they specialize in providing investment advisory services to a diverse range of clients. The firm manages a total of over $240,717,000 in assets under management for more than 440 individual clients.
BCO Wealth Management, LLC has a notable expertise in handling employer 401Ks and individual accounts, which together account for approximately half of their assets under management. They have built a strong reputation in this space, offering personalized investment strategies tailored to the unique needs ...see more
Assets Under Mgmt
$240.72M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Bco Wealth Management, Llc
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