The Bradford Financial Center (BFC) is an independent financial planning firm that offers financial planning and investment management services. Financial planning covers areas like business, estate, tax, and retirement planning. BFC also offers a Watch and Manage service to manage investment portfolios. BFC may refer clients to third-party investment advisors. BFC also provides consulting services for appreciated property.
Fee Structure
Bradford Financial Center offers a Watch and Manage service where they manage your investment portfolio. The annual management fee ranges from 0% to 2% of your investments, as negotiated. The fee can be a fixed percentage, a tiered rate where higher amounts may be charged a lower percentage, or a tiered rate where all investments may be charged a lower percentage as the amount increases. Fees are paid in advance each quarter. A set-up fee of up to 1% may apply to new money coming into management. Fees may be waived on certain cash positions.