Bibler Financial Group (BFG) offers investment management services to help clients achieve improved risk-adjusted returns. BFG uses tactical asset allocation and security selection to manage investments. BFG works with individuals, high net worth individuals, retirement accounts, pension plans, charitable institutions, estates, trusts, foundations, and corporations. BFG seeks long-term growth with a minimum time horizon of 3-5 years.
Assets Under Management$41M
Clients110
Advisors1
Avg. per Client$370K
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
0.30% for Small Business Company Retirement Plans. Negotiable, typically 0.3% for Small Business Cash Investment Accounts. Fees may be waived or reduced for certain family or affiliated accounts. We reserve the right, under certain circumstances, to negotiate fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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