BCM Wealth Management provides ongoing investment advice to clients based on their individual needs and goals. They develop an investment policy and manage a portfolio based on that policy. Investment recommendations are not limited to any specific product and may include exchange-listed securities, over-the-counter securities, foreign issuers, corporate debt, and more.
Assets Under Management$14M
Clients3
Advisors1
Avg. per Client$4.7M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K+ | 1.25% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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