Beechwood Capital Management (BCM) focuses on equity portfolio management using a value approach, considering the assets' value to an outside buyer rather than economic expectations. BCM manages fixed income investments using closed-end funds and other income-generating investments. Client circumstances and preferences are considered during the portfolio management process. BCM does not manage commodities, futures, or options.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.00% |
Minimum fees may apply. Fees may be negotiable under certain circumstances.