BMH Capital Management creates investment plans and manages investment portfolios for individuals, high-net-worth individuals, and corporations. BMH Capital works with clients to understand their financial situation, risk tolerance, and goals. BMH Capital primarily recommends stocks, bonds and ETFs. BMH Capital may request authority to make trades without asking first.
Assets Under Management$10M
Clients28
Advisors2
Avg. per Client$360K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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