Robert Green
Robert Green is a ChFC-designated registered investment advisor at Bg Financial Advisors, LLC, based in Beaufort, SC, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 11 clients with $9.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable for accounts over $10,000,000. Fees are charged quarterly in arrears.
Fee Estimator
Location
Beaufort, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2010Other Business ActivitiesSells Insurance
Robert is a licensed attorney, though he is not currently practicing law. He also sells insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Bg Financial Advisors, LLC
Previous Registrations
Geneos Wealth Management, INC.
Valmark Advisers, INC.
State Registrations2 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.
Exams
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