Boltwood Capital Management (BCM) is an employee-owned registered investment advisor (RIA) offering investment management and financial planning services to individuals/families, estates, and foundations. BCM manages client portfolios according to a client-specific Investment Policy Statement (IPS), reflecting their financial objectives, tax circumstances, and risk tolerance. BCM takes a long-term approach to investing and does not engage in market timing.
Assets Under Management$380M
Clients216
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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