Bcs Financial, LLC is a large advisory firm based in Johnson City. It manages $146.8 million of regulatory assets for 509 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Missouri, Tennessee, Texas, and Virginia.
Bcs Financial provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bcs Financial, LLC is $146.8 million. The firm's AUM has grown by 216% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bcs Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bcs Financial, LLC performs its advisory services is located at 801 C Sunset Drive, Johnson City, TN 37604 The mailing address of the firm is P.O. Box 3743, Johnson City, TN 37602. An additional office of the firm is in Kingsport, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 423-283-9821 or by fax 423-232-0457. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bcswealth.com/.