Brennan Capital Management (BCM) manages investment portfolios based on clients' individual needs and goals. BCM also offers project-based financial planning on topics like retirement, risk management, and college savings. BCM provides ongoing comprehensive financial planning, often alongside investment management. BCM may recommend Third-Party Advisers for portfolio management.
Assets Under Management$41M
Clients62
Advisors2
Avg. per Client$660K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
BCM's standard investment management fee is up to 1.50% per year of the value of your portfolio. In some cases, BCM may charge tiered fees from 0.65% to 1.50% per year. Fees are negotiable and are paid monthly or quarterly. If BCM uses Third-Party Advisers, you will be responsible for their additional management fees, but the total fee will not exceed 3% per year.
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