Beverly Hills Capital Management provides investment advice to individuals. They create portfolios of stocks, bonds, exchange traded funds (ETFs), options, mutual funds, and other securities tailored to each client's needs. Portfolios are monitored and rebalanced as needed. Beverly Hills Capital Management acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$17M
Clients41
Advisors1
Avg. per Client$410K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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