Advisor Services

Practice Management

BCD Advisors is a RIA for Investment Advisor Representatives who value a forum of with other Advisors, want support so they can spend more time prospecting and planning.

Technology

BCD Advisors is a leading provider of technology based Advisor solutions. Providing “Account Aggregation” and the ability to build your own scalable models for your client base.

Operations

BCD Advisors provides back office support and will be the liaison between you and the investment platforms and managers. We believe “Excellent Service” is what drives our success.

Ownership

BCD Advisors believes in providing client ownership to the advisor. BCD’s role will be to offer compliance and professionalism in dealing with Advisors and their clients, while offering industry updates and next generation investment solutions to contributing to the growth of their practice. BCD understands and believes in the value of an advisory practice, where the advisor has fiduciary responsibility to their clients.

Investments

An open architecture of over 880 SMA’s, over 100 strategists, third party SMA’s, over 100 strategists, third party SMA’s, over 100 strategists, third party portfolios.

Payouts

Competitive graduated payouts that will allow you to be highly compensated, while you build your practice. As your practice expands and grow, so will your payout.

Research

BCD Advisors provides access to some of the industries top research providers enabling you to have institutional level insight into markets & economies to make sound investment decisions for your clients.

Compliance

BCD Advisors has a Compliance Team available to provide you with direction and answers any questions you may have. A compliance manual will be provided to you upon joining the firm.