Bsc Private Wealth Management, LLC (Elgin)

Name: Bsc Private Wealth Management, LLC
Address: 1752 Capital Street, Elgin, IL, 60124
Telephone: 847-841-8650

Bsc Private Wealth Management, LLC is a large advisory firm based in Elgin. It manages $482.45 million of regulatory assets for 1,274 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Georgia, and 6 other states.

Bsc Private Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, educational seminars and workshops, and qualified plan consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bsc Private Wealth Management: assets under management

The assets under management (AUM) of Bsc Private Wealth Management, LLC is $482.45 million. The firm's AUM has grown by 1149% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $432.52 million in discretionary accounts and $49.93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $346.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.08 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bsc Private Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Elgin

The principal office where Bsc Private Wealth Management, LLC performs its advisory services is located at 1752 Capital Street, Elgin, IL 60124, which is also the mailing address of the firm. An additional office of the firm is in St. Charles, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-841-8650 or by fax 847-841-1866. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at bsc-pwm.com.

Bsc Private Wealth Management, LLC (Elgin)

Bsc Private Wealth Management: assets under management

Fees & Commissions

Based in Elgin

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