Assets Under Management
$344.0M
Number of Clients
912
Number of Advisors
30
Average Client AUM
$377K
AUM per Advisor
$11.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
BHC offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. They provide customized investment solutions through personal contact and continuous discretionary investment management. Financial planning services are offered on an hourly, fixed rate, or annual retainer basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD, 20814