Blum Capital Management (BCM) provides investment management and financial planning services to individuals, high net worth individuals, charitable organizations, and business entities. BCM offers both discretionary and non-discretionary asset management services. Financial planning services include a comprehensive evaluation of an investor's current and future financial state.
Assets Under Management$61M
Clients238
Advisors1
Avg. per Client$250K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. BCM may also manage assets through American Funds Services (AFS) platform, where fees will not exceed 1% of the total assets under management and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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