Bcm Wealth Management
Assets Under Management
$199.5M
Number of Clients
58
Number of Advisors
N/A
Average Client AUM
$3.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Biddle Capital Management, Inc. offers personalized financial planning, investment management, and asset allocation services. Financial planning covers various topics, including retirement, tax, and estate planning. Investment management is discretionary, tailored to client needs, and may utilize sub-advisers and model portfolios. The firm also provides pension consulting services to employer-sponsored retirement plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum quarterly fee of $1,500, subject to waiver. Clients will never be charged more than 3% of assets under management.
Fee Estimator
Financial planning fees range from $575 to $2,000 for fixed fee arrangements and $250 per hour for hourly arrangements. Investment management fees are based on a percentage of assets managed (see table). There is a minimum quarterly fee of $1,500, which may be waived. An annual account fee of up to $68 is also charged in quarterly installments. Fees are negotiable. The minimum investment for advisory services is $500,000, but this may be waived.
Areas of Practice
Location
5807 Kennett Pike, Wilmington, DE, 19807