Becker Capital Management (BCM) offers investment advice and wealth management services to individuals. This includes financial planning, deciding how to allocate your assets, putting your portfolio together, and keeping an eye on it. BCM designs portfolios to meet your income needs, how much risk you're comfortable with, any restrictions you have, and your long-term growth goals, while also trying to be smart about taxes. BCM uses stocks, bonds, mutual funds, and exchange-traded funds. For clients with at least $5 million, BCM may recommend alternative investments like real estate, private equity, or hedge funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Gradation in fees is a function of client assets, the specific products under management, account structure, servicing requirements and any other factors deemed appropriate. BCM may negotiate fee terms and arrangements.