Bellingham Capital Management (BCM) offers investment advice and portfolio management to individuals, high net worth individuals, trusts, estates, corporations, and charitable foundations. BCM works with clients to identify their investment goals and financial situation to select a portfolio allocation. BCM also offers financial planning and consulting services on topics like retirement, budgeting, debt management, estate planning, and education planning. BCM does not have custody of client funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and may be modified, reduced, or waived at the sole discretion of BCM. Accounts held at custodians that BCM does not have an advisory service agreement with may be managed through account-consolidation software, incurring an additional fee of 0.5% annualized.