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BCG Securities, inc.

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Total assets under management

$740,027,520

More info

Total clients

1,850

10% high-net worth

Total advisors

28

of 55 employees

Firm size

Multi Team

Average clients per advisor

66

Average account size

$400,015

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fee for financial planning based on client's net worth

Percentage

Under $100,000 - $100,000: Less than 1.50% $100,000 - $1,000,000: Approximately 1.00% Over $1,000,000+: 1.00% or individually negotiated

Commissions

Firm acts as broker/dealer and earns commissions; also receives money market distribution assistance (0.035% for taxable accounts)

Project-based

Up to $500 per hour for financial planning services

Other

Account minimum: $25,000 Fee-only: Financial planning charged up to $500 per hour or fixed fee based on client's net worth according to fee schedule

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

BCG Securities, inc.

51 Haddonfield Road, Suite 210

Cherry Hill NJ 08002, United States

Number of offices

8

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 856-393-1950

Advisors at this firm

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D. G. (Chip) K

CFP®, Series 63, Series 65

Cedar Rapids, IA

BCG Securities, inc.
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Justin K

Series 66

Cherry Hill, NJ

BCG Securities, inc.
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Nicholas A

CFP®, Series 63

Cherry Hill, NJ

BCG Securities, inc.
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Donald A

Series 66

Lower Gwynedd, PA

BCG Securities, inc.
user avatar

Mark M

Series 63, Series 65

Cherry Hill, NJ

BCG Securities, inc.
user avatar

Joshua W

CFP®, Series 63, Series 65

Exton, PA

BCG Securities, inc.
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Douglas P

Series 63, Series 65

Cherry Hill, NJ

BCG Securities, inc.
user avatar

Abdul K

Series 66

Princeton, NJ

BCG Securities, inc.
user avatar

Erica W

Series 63, Series 65

Cherry Hill, NJ

BCG Securities, inc.
user avatar

Melissa W

Series 63, Series 66

Cherry Hill, NJ

BCG Securities, inc.
user avatar

Hal C

Series 63, Series 66

Wexford, PA

BCG Securities, inc.
user avatar

Jeffrey G

Series 66

Cherry Hill, NJ

BCG Securities, inc.
user avatar

Gary L

Series 63, Series 66

Cherry Hill, NJ

BCG Securities, inc.
user avatar

Christopher C

CFP®, Series 63, Series 65, Series 66

Cherry Hill, NJ

BCG Securities, inc.
user avatar

Conor M

Series 63, Series 66

Cherry Hill, NJ

BCG Securities, inc.
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