Bellaire Capital Management (BCM) provides ongoing portfolio management based on individual client goals and risk tolerance. BCM creates an Investment Policy Statement for each client, outlining their financial situation and detailing an investment strategy. BCM also offers financial planning services to individuals and business owners, analyzing their financial situation and constructing a plan to meet their goals. Financial planning can be subscription-based or hourly.
Assets Under Management$16M
Clients25
Advisors1
Avg. per Client$650K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.99% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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