Assets Under Management
$199.5M
Number of Clients
58
Number of Advisors
N/A
Average Client AUM
$3.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
BCM Wealth Management offers personalized financial planning, investment management, and asset allocation services. They use sub-advisers and model portfolios. Fees are negotiable and based on complexity and assets managed. They also provide pension consulting services to employer-sponsored retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum quarterly fee of $1,500, subject to waiver. Clients will never be charged more than 3% of assets under management.
5807 Kennett Pike, Wilmington, DE, 19807