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
2367 Hendersonville Rd, Arden, NC, 28704
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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
Abraham works as an independent agent and managing director for Amerilife, selling life and health insurance products. He dedicates more than full-time hours to selling, training, and recruiting insurance agents.