Beechnut Capital Management (BCM) provides ongoing portfolio management services based on your individual financial goals, risk tolerance, and time horizon. BCM creates a plan to help select a portfolio that fits your specific situation. BCM may use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. BCM generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.