Bcwm

BCWM, LLC (BCWM) is a fee-based financial consulting and investment management firm located in Overland Park, Kansas. Established in 2007, BCWM offers investment supervisory services to high-net-worth individuals, families, endowments, foundations, and more. With approximately $553 million in discretionary assets under management, BCWM provides investment analysis, allocation, and ongoing monitoring services based on each client's needs and financial goals. The firm's services include Investment Management and Supervision (30%), Financial Planning (50%), and Advice not involving securities matters (20%). BCWM's investment strategies may include short and long-term purchases, margin transactions, and option writing. Clients must have a minimum of $2,000,000 in investment assets to establish a relationship, although accounts below this minimum may be accepted at the firm's discretion. Fees are based on a percentage of assets under management, billed quarterly in advance. BCWM does not accept performance-based fees and has no disciplinary events in its history. The firm's key officers, including Richard W. Boyer and Eric C. Clark, hold relevant professional designations and have extensive experience in the financial industry. BCWM has established policies to ensure client privacy, prevent money laundering, and address business continuity in case of disruptions.