Good advice
is honest, well-informed, and rendered in your best interests.
FINANCIAL CONSULTING
At BCM, we understand clients may have one-time or intermittent needs that may not fit well with an ongoing assets-under-management (AUM) type of relationship. We help individuals and organizations with such needs through our hourly-based financial consulting service. Examples include stand-alone financial planning and analysis, investment research and advice, and other financial advisory services.
RELIABLE EXPERTISE
We have decades of financial and investment expertise you can rely on. Our tenure of practice and caliber of credentials place knowledge, experience, and confidence on your side of the table.
EXCEPTIONAL SERVICE
We provide exceptional service with a fiduciary duty. Our seasoned professionals commit undivided personal attention to understanding your needs and representing your interests.
Want to know more? Contact BCM to get started.
SERVICE FEES
FEE-ONLY
We believe properly structured compensation is the best way to align client-advisor interests. We operate strictly on a fee-only, fiduciary basis and do not receive any hidden or third-party compensation. This transparency minimizes conflicts of interest and fortifies our allegiance to clients.
FINANCIAL CONSULTING
Financial Consulting is a highly-customizable service that can be used to address a wide range of needs and goals. The service is provided for $350 (USD) per hour, with a 10-hour minimum. BCM will provide an estimate of the expected time and cost prior to starting any consulting engagement.
Contact BCM for a personalized quote.