Bradshaw Capital Management (BCM) offers financial planning and investment management services. Financial planning includes reviewing your finances, setting goals, and analyzing retirement, education, and estate planning needs. Investment management involves creating a personalized investment plan and managing your portfolio, typically through third-party managers. BCM monitors your investments to ensure they align with your goals.
Assets Under Management$6M
Clients48
AdvisorsN/A
Avg. per Client$120K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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