Beechwood Capital Management, INC.

Fee-Only (% of Portfolio)

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.

Assets Under Management$12M
Clients37
Advisors1
Avg. per Client$320K
Avg. per Advisor$12M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K+1.00%

Minimum fees may apply. Fees may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm