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About BCM

Frequently Asked Questions

 

We have provided for you below, in a Q&A format, questions which we are often asked.  Let us know if you want us to add additional information.

 

 

Do you charge for the initial meeting?

Gayle offers an introductory 20 minute meeting for prospective clients.

 

What should I bring to the initial meeting?

Please download the Initial Meeting Document List by following the Meet Us link.

 

Who will work with me?

All meetings are held directly with Gayle.

 

What are your fees and do you have minimums?

Fee Schedule: Percentage of assets under management (annually: 1% for the first
$2,000,000, plus 0.8% for assets over $2,000,000, plus 0.4% for assets over $5,000,000, plus 0.2% for assets over $10,000,000).


The minimum level of assets is $750,000 or $7,500 minimum annual fee.

 

Time spent in initial meetings prior to the signing of an advisory agreement (estimated total two to five hours) is charged at applicant’s standard hourly rate of $300.

 

What kind of assets do you invest in?

Gayle invests in a variety of investments appropriate to your situation including stocks, bonds, mutual funds, and REITs.

 

How often do we meet?

Gayle meets with you at a minimum of once a year and preferably once a quarter to discuss how your portfolio is progressing.

 

 

 

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