Brian Foley
Brian Foley is a CFP-designated registered investment advisor at Bcf Law Group, LLC, based in South Boston, MA, with 17 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 55 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BCF Law Group charges a percentage of your portfolio each year, ranging from 0.5% to 1%, depending on the size and complexity of your account. This fee is negotiable and paid quarterly at the end of each quarter.
Location
South Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an independent insurance agent, dedicating about 5-10% of his time to this activity. He is also an attorney in private practice (Law Offices of Brian C. Foley), spending about 5-10% of his time, and prepares income tax returns for individual clients, primarily during tax season, which takes up about 10-20% of his time.
Employment History
Current Registrations
Bcf Law Group, LLC
Previous Registrations
Congress Wealth Management LLC
State Registrations1 state
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