Birmingham Capital Management manages investment portfolios for clients, making decisions about which stocks and bonds to buy or sell based on their goals and risk tolerance. They focus on large, well-known companies and aim to buy them at a good value. Birmingham Capital does not offer financial planning or act as a broker-dealer.
Assets Under Management$320M
Clients162
Advisors2
Avg. per Client$2M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable depending on the circumstances of each individual case.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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