Jeffrey Thomas Puglia

CFP

Bdfs Capital LLC

28 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Bdfs Capital LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

699 clients

Average Client Portfolio

$465K average

Assets Under Management

$325.2M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	1.50%
$100K - $250K	1.25%
$250K - $1000K	1.00%
$1.0M - $2.5M	0.90%
$2.5M - $5.0M	0.75%
$5M+	0.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971

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History

Regulatory History (1)

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Employment Separation After Allegations

January 2001

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Other Business ActivitiesSells Insurance

Jeffrey has several outside business activities, including real estate rental, acting as president of BDFS Insurance Services LLC, president of Jiggy's Farms, and treasurer for Friends of Milford Museum. He also dedicates about half of his time to BDFS Capital LLC, a registered investment advisor.