BMCM Finance offers investment management services, including asset allocation, investment strategy, risk tolerance assessment, portfolio rebalancing, and security selection. BMCM Finance requires the authority to make trades without asking first. BMCM Finance can tailor portfolios to exclude or limit exposure to specific securities or commodities based on client goals and restrictions.
Assets Under Management$72K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$72K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are nonnegotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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