Bellwood Capital Fund Advisors (BCFA) manages investment portfolios for individuals, corporations, trusts, and other organizations. BCFA focuses on capital preservation and aims to achieve long-term returns by investing in global asset classes, including equities, fixed income, commodities, and precious metals. BCFA seeks to identify and invest in securities trading at a discount to their intrinsic value.
Assets Under Management$6.5M
Clients15
AdvisorsN/A
Avg. per Client$430K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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