BCS WEALTH MANAGEMENT, LLC

801 F Sunset Drive
Suite 1
Johnson City, Tennessee 37604
Tel: 423-283-9821

About BCS WEALTH MANAGEMENT, LLC

BCS WEALTH MANAGEMENT, LLC, formally registered with the SEC as BCS WEALTH MANAGEMENT, LLC. The firm was established in 02/08/2002. They have over 2 offices throughout the country.

BCS WEALTH MANAGEMENT, LLC is a Johnson City, Tennessee based Financial Planning firm with nearly $599,371,725 assets under management, offering retirement planning & investment advisory services to 1531 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115489
SEC#	801-60905
Assets Managed by Firm	$599,371,725
No. of Clients	1531
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1531	$599,371,725
Individuals (other than high net worth individuals)	573	$150,977,813
High net worth individuals	146	$427,880,727
Pension and profit sharing plans	Fewer than 5 clients	$4,337,958
Charitable organizations	Fewer than 5 clients	$16,175,227

More Retirement Planning firms in Johnson City, Tennessee:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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