Based Capital Wealth (BCW) provides ongoing portfolio management services based on your individual financial goals, how long you plan to invest, and your comfort with risk. BCW creates a plan for each client to help select a portfolio that fits their specific situation. BCW primarily recommends equities, but may also use fixed income securities and ETFs. BCW may request authority to make trades without asking you first. BCW does not participate in wrap fee programs.
Assets Under Management$43M
Clients107
Advisors1
Avg. per Client$400K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Clients can aggregate household accounts to receive a lower tiered schedule fee. The fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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