BCM Capital Management specializes in managing fixed income portfolios, with a primary focus on municipal and tax-exempt bonds. Founded in 2013 and registered with the U.S. Securities and Exchange Commission in 2025, BCM Capital Management designs tailored investment portfolios to maximize after-tax income and total returns while striving to preserve capital and manage risk. BCM Capital Management serves individuals, high-net-worth clients, pooled investment vehicles, and institutions. Portfolios are built based on each client's specific liquidity needs, income goals, risk preferences, and tax status. In addition to managing separate accounts, BCM Capital Management oversees private investment funds and real estate investment companies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees generally range up to 0.95% annually depending on the fund or portfolio structure. Fees may be negotiable in certain cases.