Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BCM's wrap fee program combines asset management and transaction fees into a single charge. The total investment advisory fee can be up to 2.5% annually, negotiable by the advisor. This includes a portion for BCM (up to 0.95%) and a portion for the advisor (up to 1.55%). All accounts are charged a monthly $8 fee, reduced proportionately for accounts below $8,000 in AUM. Fee discounts are provided when affiliated ETFs and mutual funds are used. Minimum account sizes typically range from $5,000 to $100,000.
Areas of Practice
Advisor Information
Office location
1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Ajaz works as a financial advisor and sells life insurance and annuities for J D Mellberg since 2021. This activity takes about 10-20% of Ajaz's time.