BCM Advisors manages investment portfolios and offers financial planning and wealth management services. They offer three investment strategies: Growth, Balanced, and Conservative, each with standard and social values options. BCM also offers a cash management program. Financial planning covers cash flow, risk, retirement, education, investments, and estate planning. BCM may use sub-advisors for personalized indexing services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Clients who elect to utilize BCM’s personalized indexing services through Vanguard Personalized Indexing Management (“VPIM”) will incur an additional sub-advisory fee, generally up to 0.20% annually, in addition to BCM’s advisory fee. Fees are negotiable based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.). Discounts, not generally available to all of our clients, are sometimes offered to family members and friends.