Baucom Wealth Management provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Baucom Wealth constructs portfolios primarily of low-cost, diversified mutual funds, but may also use individual stocks, ETFs, and bonds. Financial planning services cover investment planning, retirement planning, personal savings, and education savings.
Assets Under Management$5.3M
Clients20
Advisors1
Avg. per Client$260K
Avg. per Advisor$5.3M
www.baucomwealthmanagement.com ·www.linkedin.com/company/baucom-wealth-management ·www.facebook.com/people/baucom-wealth/615704890...
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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