BCM Capital Management, founded in 2013, focuses on managing municipal and tax-exempt bond portfolios for individuals, high net worth individuals, and institutions. BCM aims to maximize after-tax income and preserve capital by considering each client's liquidity, income, risk preferences, and tax status. BCM may also evaluate private real estate or other private lending opportunities.
Assets Under Management$130M
Clients2
Advisors2
Avg. per Client$63M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees generally range up to 0.95% annually, but may fall outside this range based on specific terms or client agreements. The fee may include a distinct fee on assets from borrowed capital when the fee is based upon investor capital rather than assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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