Bp Capital Fund Advisors, LLC

CRD#168476
Investment Advisor Firm

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Learn more about Bp Capital Fund Advisors, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations
  • Overview

    Bp Capital Fund Advisors, LLC operates as a financial advisory company located in Dallas, Texas. The firm manages $15.0 million in total assets throughout 14 customer accounts. The company has a small team, including 2 financial advisors. Bp Capital Fund Advisors, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and stocks.

    Bp Capital Fund Advisors, LLC administers all of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without requiring the client's permission. The advisory firm supervises about $1.1 million in assets for each customer account. The typical financial advisor at Bp Capital Fund Advisors, LLC manages around seven client accounts, placing it among the more individualized financial advisor firms in the country.

    The company's headquarters is at 1722 Routh Street, Dallas, Texas 75201.

    Assets Under Management

    $15.0 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    1722 Routh Street
    Dallas, TX 75201

    Bp Capital Fund Advisors, LLC by the Numbers

    Total Assets Under Management

    $15.0 million

    National Average: $8.6 billion
    Total Number of Employees

    3

    National Average: 64
    Total Number of Accounts

    14

    National Average: 375,227
    Average Account Size

    $1.1 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees typically depend on which services the firm provides the client. Fees billed by the firm typically consist of the following fee type: asset-based. Bp Capital Fund Advisors, LLC does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The firm works with high net worth investors. Out of its 14 customers, Bp Capital Fund Advisors, LLC's largest client type is high net worth investors, but it also serves 14 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.

    • High-Net-Worth Individuals* - 100%
    • Other Individuals - 0%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Bp Capital Fund Advisors, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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