Samuel Franklin is a CFA-designated registered investment advisor at Bcm Capital Management LLC, based in Northfield, IL, with 7 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
2 Northfield Plaza, Suite 315, Northfield, IL, 60093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bcm Capital Management LLC
Previous Registrations
Headlands Tech Global Markets, LLCBroker
RBC Capital Markets, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.