Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BCM offers a wrap fee program that 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 IAR or Outside RIA. The BCM fee can range up to .95% annually, depending on the model or strategy used, and the IAR or Outside RIA fee can be a maximum of 1.55%. All accounts are charged a monthly $8 fee, proportionately reduced for accounts below $8,000 in AUM. The wrap fee does not cover all fees and costs, such as fund management fees and wire transfer fees.
Areas of Practice
Advisor Information
Office location
631 Augusta St., Greenville, SC, 29601
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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
Mark owns Alloy Wealth Management, Inc. and sells annuities and life insurance products, dedicating about half of his time to this. He also works as an adjunct professor, is CEO of a production company, and provides advisory services for two other firms.