Suman Sachdeva is a registered investment advisor at Bfc Planning, INC., based in Naples, FL, with 26 years of industry experience. Suman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
Naples, FL
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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 Activities
Suman is the treasurer for the Raj & Suman Sachdeva Foundation, a charity, since 2018. Suman spends minimal time maintaining the charity's account.
Employment History
Current Registrations
Securities Management & Research, INC.Broker
Bfc Planning, INC.
Previous Registrations
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Foresters Equity Services, INC.Broker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.