Brackenwood Capital Management (BCM) offers investment management and financial planning services. BCM meets with clients to discuss their financial circumstances and needs, designing portfolios to meet specific investment goals. BCM monitors and rebalances portfolios based on individual needs and objectives. Financial planning services are offered for an hourly fee and involve a general consultative oversight of clients' financial affairs.
Assets Under Management$130M
Clients86
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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