BFF Wealth Management offers financial planning services and educational workshops to individuals, entertainers, athletes, pension and profit-sharing plans, banks, thrift institutions, credit unions, foundations, endowments, trusts, estates, charitable organizations, corporations and other businesses. BFF Wealth Management does not offer ongoing management or monitoring of client investments or investment accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Wealth Management Planning: May include current and projected net worth and cash flow statements, investment analysis, investment balance, retirement analysis, estate planning, risk management and/or tax planning. Fees range from $4,500 to $40,000.
- Private Wealth Coaching: Analysis and review of some or all areas covered under Comprehensive Wealth Management Planning, limited to a two-meeting process with an optional follow-up call. The fee is $2,250.
- Annual Progress Report Service: Evaluates and measures financial progress toward goals, making adjustments as needed. The fee is one-half of the financial planner’s minimum fixed planning fee for a Comprehensive Wealth Management Plan or $799 for an update to a prior Private Wealth Coaching assignment.
- Annuity Review Service: Analysis of variable annuities. The fee is $229 for the first annuity and $79 for each additional annuity.
- Estate Settlement & Administration Services: Assists successor trustees and executors in administering the estate. The minimum fee is $4,500 for existing clients and $10,500 for new clients, potentially up to $25,000 or higher.
- Business Marketing: Assists business owners in positioning their business for sale and identifying potential buyers. A fixed upfront retainer fee may also be charged, with a minimum of $10,000 for existing clients and $15,000 for new clients, potentially up to $55,000 or higher.
One-Time Plan:$799 - $55,000
Hourly Rate:$125 - $750/hr
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