BCGM Wealth Management is an investment management and financial planning firm with locations in Lafayette and Kokomo, Indiana, operating under the business names Gettings Busch Wealth Management and Aurora Financial Strategies. BCGM Wealth Management helps clients build, manage, and preserve wealth through personalized investment strategies and holistic financial planning. The firm offers both discretionary portfolio management, where BCGM Wealth Management makes trades on your behalf, and non-discretionary management, where your approval is required before any trades are made. In addition to managing investments in stocks, exchange-traded funds, mutual funds, and alternative investments, BCGM Wealth Management provides financial planning addressing retirement, taxes, estate planning, cash flow, and insurance. The firm also assists with employer-sponsored retirement plans and third-party money manager selection. BCGM Wealth Management primarily serves individuals, high-net-worth individuals, families, trusts, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees are based on a percentage of assets under management up to a maximum of 1.15% annually, billed monthly in arrears. Fees are negotiable.