Birks Financial Corp (BFC) is an independent firm providing financial planning and investment management services. BFC creates financial plans based on client information and goals, and helps clients implement and update their plans and investment strategies. BFC may recommend third-party money managers but does not receive compensation from them.
Assets Under Management$290M
Clients159
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$97M
www.facebook.com/birks-financial-corp-568490653... ·www.birksfinancial.com ·www.linkedin.com/company/birks-financial
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Minimum annual fee of $12,500 may be waived. Fees may be negotiable for specialized services or family members/employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...