BCM Advisors

BCM Advisors at a glance

• One of 63 fee-only firms based in Louisiana in the Wellspent graph.
• 9 advisors are listed here; 3 of 9 hold the CFP.
• Its Form ADV reports 9 employees and 396 individual clients, 165 of them high net worth.
• Its average account is about $1.6 million (assets it manages divided by its 486 accounts).

Fee-only advisors in Louisiana

Facts

BCM Advisors fees

BCM Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (9)

• Erin McMenemon

  CFA

• Ernest Domingue

• George Holland

• Jonas Lowery

  CFP

• Joseph Billeaud

• Kaleb Price

  CFP

• Leslie Campora

• Montgomery Gossen

  CFP

• Stephenie Scelfo