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BCM WEALTH MANAGEMENT
5807 Kennett Pike
Wilmington, Delaware 19807
Tel: 888-369-2261
About BCM WEALTH MANAGEMENT
BCM WEALTH MANAGEMENT, formally registered with the SEC as BCM WEALTH MANAGEMENT. The firm was established in 07/05/2017. They have over 2 offices throughout the country.
BCM WEALTH MANAGEMENT is a Wilmington, Delaware based Financial Planning firm with nearly $294,492,808 assets under management, offering retirement planning & investment advisory services to 439 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122434 |
| SEC# | 801-110693 |
| Assets Managed by Firm | $294,492,808 |
| No. of Clients | 439 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (A PERCENTAGE OF PLAN ASSETS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (FEE BASED INSURANCE; WEALTH PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 439 | $294,492,808 |
| Individuals (other than high net worth individuals) | 109 | $33,928,498 |
| High net worth individuals | 26 | $67,985,123 |
| Pension and profit sharing plans | 48 | $178,317,857 |
| Corporations or other businesses | 5 | $14,261,330 |
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