Beechnut Capital Management LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$10M
Clients6
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$10M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Beechnut Capital Management LLC | TrueAdvisor