BCWM offers investment management and financial consulting services to high-net-worth individuals, families, endowments, foundations, profit sharing plans, trusts, estates, charitable organizations, and corporations. Services include investment analysis, asset allocation, and ongoing portfolio monitoring. BCWM also provides advice on matters not pertaining to securities, such as insurance products and fixed annuities.
Assets Under Management$600M
Clients364
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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