BDC Capital Management provides financial planning and investment management services. BDC Capital Management specializes in investment management, strategic tax planning, and estate planning. They work with families, businesses, and charitable organizations to coordinate their financial objectives. BDC Capital Management has been in business since 1990.
Assets Under Management$100M
Clients239
Advisors2
Avg. per Client$430K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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