BDM Investments offers ongoing investment supervisory services, assisting clients in determining their investment objectives and risk profiles. BDM Investments then helps clients select investment strategies consistent with their investment policy statement and monitors the performance of the assets. BDM Investments has contracted with Savant Wealth Management for portfolio management, trade processing, report preparation, and access to lower-cost institutional mutual funds.
Assets Under Management$44M
Clients40
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
This schedule combines BDM Investments' and Savant Wealth Management's fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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