BCGM Wealth Management offers investment management services on both a discretionary and non-discretionary basis, allocating client assets among equities, ETFs, mutual funds, and alternative investments. The firm also provides financial planning services, including retirement planning, tax strategies, estate planning, and legacy planning. BCGM also offers consulting services to broker-dealer customers and retirement plan services to employer-sponsored plans.
Fee Structure
BCGM Wealth Management charges a fee based on a percentage of the value of your portfolio. The maximum fee is 1.15% per year, but the specific fee is negotiable and can vary based on the size of the account, complexity of the portfolio, and other factors. Fees are billed monthly based on the average daily balance of the account. BCGM may use third-party money managers, and in those cases, BCGM receives a portion of the overall advisory fee charged to clients.