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CFP
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CFP

Robert Roach

Bfc Planning, INC.
16 Years of Experience
Greenville, SC
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Roach is a CFP-designated registered investment advisor at Bfc Planning, INC., based in Greenville, SC, with 16 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.

Bfc Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
11,448 clients
Average Client Portfolio
$336K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10 Aberdeen Dr., Greenville, SC, 29605

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert is an insurance agent recommending life, health, and disability insurance to clients since 2011, dedicating minimal time to this. He also participates in various community and business activities, including board membership at YMCA, campaign efforts for United Way, providing leads for Dynamic Recovery Solutions, and acting as an agent for PGA players.

Employment History
Current Registrations
Bfc Planning, INC.
July 2017 - Present · 9 yrs 3 mos
Berthel, Fisher & Company Financial Services, INC.Broker
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Norris Financial Group, LLC
December 2010 - July 2017 · 6 yrs 7 mos
Royal Alliance Associates, INC.Broker
August 2010 - August 2017 · 7 yrs
State Registrations7 states
CAFLGAMNNCPASC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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