Bolgiano Capital Management (BCM) provides ongoing investment portfolio management based on your individual goals, risk tolerance, and time horizon. BCM creates a plan to help select a portfolio that matches your specific situation. BCM also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$27M
Clients72
Advisors1
Avg. per Client$380K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K+ | 0.75% |
Fees are negotiable. A $25 credit card processing fee may be charged quarterly for accounts managed through Pontera.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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