BHC Wealth Management, operating as Blue Heron Capital, helps clients build, manage, and preserve their wealth. They manage investments on a discretionary basis, allocating assets among equities, ETFs, mutual funds, fixed income, cash, and alternative investments. Financial planning services are included with investment management, covering areas like estate, tax, charitable giving, and wealth transfer. Standalone financial planning is also available.
Fee Structure
Blue Heron Capital manages investments through a wrap fee program, where all transaction fees are included in one overall fee. The annual fee will not exceed 1.75% of the value of your portfolio, billed monthly based on the average daily balance. The specific fee is identified in your agreement. Blue Heron may negotiate alternative fees on a client-by-client basis. The fee is deducted directly from your account by the platform provider.