Assets Under Management
$10.4B
Number of Clients
54,545
Number of Advisors
318
Average Client AUM
$191K
AUM per Advisor
$32.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
BCM provides fee-based investment advisory services, managing portfolios on a discretionary basis. They use equities, mutual funds, ETFs, structured products, individual bonds, and options. BCM offers the RAISE 360 Portfolios, pre-selected model portfolio allocations. They may partner with Sub-Advisory firms to manage portfolio strategies.
1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189